Kades & Cheifetz LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Kades & Cheifetz LLC
- $195 Billion
- Q4 2024
A detailed history of Kades & Cheifetz LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Kades & Cheifetz LLC holds 186,286 shares of SCHJ stock, worth $4.56 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
186,286
Previous 86,099
116.36%
Holding current value
$4.56 Million
Previous $4.27 Billion
6.31%
% of portfolio
2.32%
Previous 2.45%
Shares
9 transactions
Others Institutions Holding SCHJ
# of Institutions
112Shares Held
4.73MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.7 Million1.54% of portfolio
-
White Wing Wealth Management The Wodlands, TX304KShares$7.44 Million5.59% of portfolio
-
Modera Wealth Management, LLC207KShares$5.05 Million0.06% of portfolio
-
Envestnet Asset Management Inc189KShares$4.63 Million0.0% of portfolio
-
Cape Investment Advisory, Inc. Mcdonough, GA177KShares$4.34 Million1.69% of portfolio