Kades & Cheifetz LLC Schwab Strategic Tr Us Large C Transaction History
Kades & Cheifetz LLC
- $175 Billion
- Q3 2024
A detailed history of Kades & Cheifetz LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kades & Cheifetz LLC holds 21,738 shares of SCHG stock, worth $595,621. This represents 1.3% of its overall portfolio holdings.
Number of Shares
21,738
Previous 21,793
0.25%
Holding current value
$595,621
Previous $2.2 Billion
3.05%
% of portfolio
1.3%
Previous 1.38%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio