KC
SCHF icon

Kades & Cheifetz’s Schwab International Equity ETF SCHF Stock Holding History

Kades & Cheifetz’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.18M Sell
118,043
-1,791
-1% -$35K 1.12% 27
2024
Q3 		$2.46M Buy
119,834
+2,928
+3% +$57.9K 1.41% 18
2024
Q2 		$2.25M Sell
116,906
-11,608
-9% -$225K 1.41% 20
2024
Q1 		$2.51M Buy
128,514
+1,002
+0.8% +$18.7K 1.61% 18
2023
Q4 		$2.36M Buy
127,512
+4,844
+4% +$84K 1.67% 17
2023
Q3 		$2.08M Buy
122,668
+5,916
+5% +$105K 1.65% 17
2023
Q2 		$2.08M Sell
116,752
-638
-0.5% -$11.3K 1.6% 17
2023
Q1 		$2.04M Buy
117,390
+4,236
+4% +$72.5K 1.61% 18
2022
Q4 		$1.82M Buy
+113,154
New +$1.77M 1.52% 18

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Kades & Cheifetz reduced its Schwab International Equity ETF (SCHF) stake by 1.5% in Q4 2024, selling an estimated $35K and leaving 118,043 shares worth $2.18M. The position accounts for 1.12% of the portfolio, ranked #27.

Kades & Cheifetz first reported a position in SCHF in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.51M in Q1 2024. 1,293 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

  • Kades & Cheifetz held 118,043 shares of Schwab International Equity ETF worth $2.18M as of Q4 2024.
  • Kades & Cheifetz sold 1,791 Schwab International Equity ETF shares in Q4 2024, an estimated $35K.
  • Schwab International Equity ETF made up 1.12% of Kades & Cheifetz's portfolio in Q4 2024, its #27 holding.
  • Kades & Cheifetz first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's Schwab International Equity ETF position peaked at $2.51M in Q1 2024.
  • 1,293 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

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