Kades & Cheifetz’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$16.1M	Sell	589,033 -3,962	-0.7%	-$113K	8.24%	1
2024 Q3	$16.7M	Buy	592,995 +8,367	+1%	+$228K	9.57%	1
2024 Q2	$15.2M	Sell	584,628 -5,997	-1%	-$156K	9.53%	1
2024 Q1	$15.9M	Buy	590,625 +13,719	+2%	+$354K	10.16%	1
2023 Q4	$14.6M	Buy	576,906 +342	+0.1%	+$8.15K	10.38%	1
2023 Q3	$13.6M	Sell	576,564 -4,353	-0.7%	-$107K	10.77%	1
2023 Q2	$14.1M	Sell	580,917 -288	-0%	-$6.88K	10.78%	1
2023 Q1	$14.2M	Sell	581,205 -5,901	-1%	-$148K	11.17%	1
2022 Q4	$14.8M	Buy	+587,106	New	+$14.5M	12.36%	1

Other funds holding SCHD

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Kades & Cheifetz reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.67% in Q4 2024, selling an estimated $113K and leaving 589,033 shares worth $16.1M. The position accounts for 8.24% of the portfolio, ranked #1.

Kades & Cheifetz first reported a position in SCHD in Q4 2022 and has held it in 9 quarters since. The position peaked at $16.7M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Kades & Cheifetz held 589,033 shares of Schwab US Dividend Equity ETF worth $16.1M as of Q4 2024.
Kades & Cheifetz sold 3,962 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $113K.
Schwab US Dividend Equity ETF made up 8.24% of Kades & Cheifetz's portfolio in Q4 2024, its #1 holding.
Kades & Cheifetz first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's Schwab US Dividend Equity ETF position peaked at $16.7M in Q3 2024.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

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