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 $1.07 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
46,772
Previous 48,055
2.67%
Holding current value
$1.07 Million
Previous $2.19 Billion
1.47%
% of portfolio
1.27%
Previous 1.38%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.4 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.2 Million17.53% of portfolio