Kades & Cheifetz LLC Schwab Us Aggregate Bond ETF Transaction History

Kades & Cheifetz LLC

$175 Billion
Q3 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 46,772 shares of SCHZ stock, worth $1.06 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

46,772

Previous 48,055 2.67%

Holding current value

$1.06 Million

Previous $2.19 Billion 1.47%

% of portfolio

1.27%

Previous 1.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	SELL	$45.2 - $47.87 $57,991 - $61,417	-1,283 Reduced 2.67%	46,772 $2.22 Billion
Q2 2024 Aug 12, 2024	SELL	$44.66 - $45.99 $57,075 - $58,775	-1,278 Reduced 2.59%	48,055 $2.19 Billion
Q1 2024 May 06, 2024	BUY	$45.44 - $46.67 $19,720 - $20,254	434 Added 0.89%	49,333 $2.27 Billion
Q4 2023 Jan 29, 2024	SELL	$43.09 - $46.83 $58,688 - $63,782	-1,362 Reduced 2.71%	48,899 $2.28 Billion
Q3 2023 Oct 30, 2023	BUY	$44.14 - $46.33 $119,001 - $124,905	2,696 Added 5.67%	50,261 $2.22 Billion
Q2 2023 Aug 07, 2023	SELL	$45.86 - $47.33 $79,842 - $82,401	-1,741 Reduced 3.53%	47,565 $2.2 Billion
Q1 2023 May 08, 2023	SELL	$45.33 - $47.44 $207,928 - $217,607	-4,587 Reduced 8.51%	49,306 $2.31 Billion
Q4 2022 Feb 02, 2023	BUY	$44.04 - $47.03 $2.37 Million - $2.53 Million	53,893 New	53,893 $2.46 Billion

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kades & Cheifetz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kades & Cheifetz LLC with notifications on news.

Account

Kades & Cheifetz LLC Schwab Us Aggregate Bond ETF Transaction History