Kades & Cheifetz LLC Schwab Us Aggregate Bond ETF Transaction History
Kades & Cheifetz LLC
- $156 Billion
- Q1 2024
A detailed history of Kades & Cheifetz LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kades & Cheifetz LLC holds 49,333 shares of SCHZ stock, worth $2.26 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
49,333
Previous 48,899
0.89%
Holding current value
$2.26 Million
Previous $2.28 Billion
0.45%
% of portfolio
1.45%
Previous 1.62%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio