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Kades & Cheifetz’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kades & Cheifetz’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.42M Sell
86,798
-154
-0.2% -$4.21K 1.24% 24
2024
Q3 		$2.26M Sell
86,952
-220
-0.3% -$5.54K 1.3% 20
2024
Q2 		$2.2M Sell
87,172
-300
-0.3% -$7.08K 1.38% 21
2024
Q1 		$2.03M Buy
87,472
+13,008
+17% +$288K 1.3% 21
2023
Q4 		$1.54M Sell
74,464
-1,636
-2% -$31.6K 1.09% 28
2023
Q3 		$1.38M Sell
76,100
-14,920
-16% -$281K 1.1% 27
2023
Q2 		$1.71M Sell
91,020
-8,736
-9% -$150K 1.31% 22
2023
Q1 		$1.63M Sell
99,756
-696
-0.7% -$10.6K 1.28% 22
2022
Q4 		$1.4M Buy
+100,452
New +$1.44M 1.17% 22

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Kades & Cheifetz reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.18% in Q4 2024, selling an estimated $4.21K and leaving 86,798 shares worth $2.42M. The position accounts for 1.24% of the portfolio, ranked #24.

Kades & Cheifetz first reported a position in SCHG in Q4 2022 and has held it in 9 quarters since. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Kades & Cheifetz held 86,798 shares of Schwab US Large-Cap Growth ETF worth $2.42M as of Q4 2024.
  • Kades & Cheifetz sold 154 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $4.21K.
  • Schwab US Large-Cap Growth ETF made up 1.24% of Kades & Cheifetz's portfolio in Q4 2024, its #24 holding.
  • Kades & Cheifetz first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 9 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

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