Kades & Cheifetz LLC Schwab Strategic Tr Us Dividen Transaction History
Kades & Cheifetz LLC
- $159 Billion
- Q2 2024
A detailed history of Kades & Cheifetz LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kades & Cheifetz LLC holds 194,876 shares of SCHD stock, worth $16.4 Million. This represents 9.53% of its overall portfolio holdings.
Number of Shares
194,876
Previous 196,875
1.02%
Holding current value
$16.4 Million
Previous $15.9 Billion
4.54%
% of portfolio
9.53%
Previous 10.16%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio