Kades & Cheifetz’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$914K	Sell	43,397 -1,475	-3%	-$33K	0.47%	48
2024 Q3	$1.04M	Buy	44,872 +3,404	+8%	+$74.5K	0.6%	43
2024 Q2	$828K	Buy	41,468 +1,080	+3%	+$21.1K	0.52%	46
2024 Q1	$820K	Buy	40,388 +1,556	+4%	+$31.2K	0.52%	45
2023 Q4	$804K	Buy	38,832 +6,716	+21%	+$125K	0.57%	43
2023 Q3	$570K	Buy	32,116 +204	+0.6%	+$3.92K	0.45%	44
2023 Q2	$623K	Sell	31,912 -1,839	-5%	-$35.3K	0.48%	43
2023 Q1	$658K	Buy	33,751 +3,869	+13%	+$77.5K	0.52%	42
2022 Q4	$576K	Buy	+29,882	New	+$575K	0.48%	44

Other funds holding SCHH

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

Kades & Cheifetz reduced its Schwab US REIT ETF (SCHH) stake by 3.3% in Q4 2024, selling an estimated $33K and leaving 43,397 shares worth $914K. The position accounts for 0.47% of the portfolio, ranked #48.

Kades & Cheifetz first reported a position in SCHH in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2024. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

Kades & Cheifetz held 43,397 shares of Schwab US REIT ETF worth $914K as of Q4 2024.
Kades & Cheifetz sold 1,475 Schwab US REIT ETF shares in Q4 2024, an estimated $33K.
Schwab US REIT ETF made up 0.47% of Kades & Cheifetz's portfolio in Q4 2024, its #48 holding.
Kades & Cheifetz first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's Schwab US REIT ETF position peaked at $1.04M in Q3 2024.
516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

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