Kades & Cheifetz LLC Schwab Strategic Tr Us Dividen Transaction History

Kades & Cheifetz LLC

$175 Billion
Q3 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 197,665 shares of SCHD stock, worth $5.35 Million. This represents 9.57% of its overall portfolio holdings.

Number of Shares

197,665

Previous 194,876 1.43%

Holding current value

$5.35 Million

Previous $15.2 Billion 10.26%

% of portfolio

9.57%

Previous 9.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	BUY	$77.02 - $85.06 $214,808 - $237,232	2,789 Added 1.43%	197,665 $16.7 Billion
Q2 2024 Aug 12, 2024	SELL	$75.81 - $80.15 $151,544 - $160,219	-1,999 Reduced 1.02%	194,876 $15.2 Billion
Q1 2024 May 06, 2024	BUY	$75.25 - $80.63 $344,118 - $368,720	4,573 Added 2.38%	196,875 $15.9 Billion
Q4 2023 Jan 29, 2024	BUY	$66.9 - $76.32 $7,626 - $8,700	114 Added 0.06%	192,302 $14.6 Billion
Q3 2023 Oct 30, 2023	SELL	$70.63 - $75.66 $102,484 - $109,782	-1,451 Reduced 0.75%	192,188 $13.6 Billion
Q2 2023 Aug 07, 2023	SELL	$69.18 - $73.94 $6,641 - $7,098	-96 Reduced 0.05%	193,639 $14.1 Billion
Q1 2023 May 08, 2023	SELL	$70.28 - $78.03 $138,240 - $153,485	-1,967 Reduced 1.01%	193,735 $14.2 Billion
Q4 2022 Feb 02, 2023	BUY	$67.16 - $79.06 $13.1 Million - $15.5 Million	195,702 New	195,702 $14.8 Billion

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Kades & Cheifetz LLC Schwab Strategic Tr Us Dividen Transaction History