Kades & Cheifetz’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.05M	Buy	39,353 +887	+2%	+$25K	0.54%	44
2024 Q3	$1.12M	Buy	38,466 +1,709	+5%	+$46.3K	0.64%	38
2024 Q2	$976K	Sell	36,757 -9,136	-20%	-$238K	0.61%	39
2024 Q1	$1.16M	Sell	45,893 -22,712	-33%	-$558K	0.74%	33
2023 Q4	$1.7M	Buy	68,605 +5,877	+9%	+$141K	1.21%	24
2023 Q3	$1.5M	Sell	62,728 -1,228	-2%	-$30.4K	1.19%	24
2023 Q2	$1.58M	Buy	63,956 +504	+0.8%	+$12.3K	1.21%	24
2023 Q1	$1.56M	Buy	63,452 +17,591	+38%	+$436K	1.23%	24
2022 Q4	$1.09M	Buy	+45,861	New	+$1.07M	0.91%	29

Other funds holding SCHE

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

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

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

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

Kades & Cheifetz increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.3% in Q4 2024, buying an estimated $25K and bringing the position to 39,353 shares worth $1.05M. The position accounts for 0.54% of the portfolio, ranked #44.

Kades & Cheifetz first reported a position in SCHE in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.7M in Q4 2023. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

Kades & Cheifetz held 39,353 shares of Schwab Emerging Markets Equity ETF worth $1.05M as of Q4 2024.
Kades & Cheifetz bought 887 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $25K.
Schwab Emerging Markets Equity ETF made up 0.54% of Kades & Cheifetz's portfolio in Q4 2024, its #44 holding.
Kades & Cheifetz first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's Schwab Emerging Markets Equity ETF position peaked at $1.7M in Q4 2023.
758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

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