Kades & Cheifetz’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$575K	Buy	25,321 +55	+0.2%	+$1.26K	0.29%	63
2024 Q3	$560K	Sell	25,266 -72	-0.3%	-$1.54K	0.32%	60
2024 Q2	$531K	Buy	25,338 +615	+2%	+$12.5K	0.33%	57
2024 Q1	$503K	Buy	24,723 +78	+0.3%	+$1.51K	0.32%	57
2023 Q4	$457K	Buy	24,645 +660	+3%	+$11.4K	0.32%	55
2023 Q3	$399K	Buy	23,985 +90	+0.4%	+$1.56K	0.32%	56
2023 Q2	$412K	Sell	23,895 -354	-1%	-$5.77K	0.32%	59
2023 Q1	$387K	Buy	24,249 +27	+0.1%	+$422	0.3%	59
2022 Q4	$362K	Buy	+24,222	New	+$364K	0.3%	58

Other funds holding SCHB

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Kades & Cheifetz increased its Schwab US Broad Market ETF (SCHB) stake by 0.22% in Q4 2024, buying an estimated $1.26K and bringing the position to 25,321 shares worth $575K. The position accounts for 0.29% of the portfolio, ranked #63.

Kades & Cheifetz first reported a position in SCHB in Q4 2022 and has held it in 9 quarters since. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

Kades & Cheifetz held 25,321 shares of Schwab US Broad Market ETF worth $575K as of Q4 2024.
Kades & Cheifetz bought 55 Schwab US Broad Market ETF shares in Q4 2024, an estimated $1.26K.
Schwab US Broad Market ETF made up 0.29% of Kades & Cheifetz's portfolio in Q4 2024, its #63 holding.
Kades & Cheifetz first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 9 quarters since.
1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

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