Kades & Cheifetz’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kades & Cheifetz’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$964K	Sell	37,282 -3,924	-10%	-$104K	0.49%	46
2024 Q3	$1.06M	Buy	41,206 +1,916	+5%	+$47.6K	0.61%	42
2024 Q2	$932K	Buy	39,290 +1,866	+5%	+$44.2K	0.59%	42
2024 Q1	$921K	Buy	37,424 +2,188	+6%	+$51.3K	0.59%	41
2023 Q4	$832K	Buy	35,236 +340	+1%	+$7.17K	0.59%	42
2023 Q3	$723K	Sell	34,896 -2,384	-6%	-$52.3K	0.57%	40
2023 Q2	$816K	Buy	37,280 +2,296	+7%	+$47.9K	0.63%	38
2023 Q1	$733K	Buy	34,984 +3,400	+11%	+$73.1K	0.58%	38
2022 Q4	$640K	Buy	+31,584	New	+$647K	0.53%	39

Other funds holding SCHA

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kades & Cheifetz's SCHA Position: Q4 2024 in Review

Kades & Cheifetz reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 9.5% in Q4 2024, selling an estimated $104K and leaving 37,282 shares worth $964K. The position accounts for 0.49% of the portfolio, ranked #46.

Kades & Cheifetz first reported a position in SCHA in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.06M in Q3 2024. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

Kades & Cheifetz held 37,282 shares of Schwab U.S Small- Cap ETF worth $964K as of Q4 2024.
Kades & Cheifetz sold 3,924 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $104K.
Schwab U.S Small- Cap ETF made up 0.49% of Kades & Cheifetz's portfolio in Q4 2024, its #46 holding.
Kades & Cheifetz first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's Schwab U.S Small- Cap ETF position peaked at $1.06M in Q3 2024.
1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.