Kades & Cheifetz’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$4.54M	Buy	186,286 +14,088	+8%	+$345K	2.32%	12
2024 Q3	$4.27M	Buy	172,198 +5,344	+3%	+$131K	2.45%	12
2024 Q2	$4.03M	Sell	166,854 -1,526	-0.9%	-$36.7K	2.53%	12
2024 Q1	$4.07M	Buy	168,380 +19,388	+13%	+$468K	2.6%	11
2023 Q4	$3.6M	Buy	148,992 +25,894	+21%	+$613K	2.55%	13
2023 Q3	$2.89M	Buy	123,098 +21,694	+21%	+$512K	2.29%	14
2023 Q2	$2.4M	Buy	101,404 +1,112	+1%	+$26.4K	1.84%	15
2023 Q1	$2.39M	Buy	100,292 +27,178	+37%	+$643K	1.88%	15
2022 Q4	$1.71M	Buy	+73,114	New	+$1.7M	1.43%	20

Other funds holding SCHJ

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Kades & Cheifetz increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 8.2% in Q4 2024, buying an estimated $345K and bringing the position to 186,286 shares worth $4.54M. The position accounts for 2.32% of the portfolio, ranked #12.

Kades & Cheifetz first reported a position in SCHJ in Q4 2022 and has held it in 9 quarters since. 109 funds tracked by Wall St. Rank hold SCHJ as of Q4 2024.

Kades & Cheifetz held 186,286 shares of Schwab 1-5 Year Corporate Bond ETF worth $4.54M as of Q4 2024.
Kades & Cheifetz bought 14,088 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2024, an estimated $345K.
Schwab 1-5 Year Corporate Bond ETF made up 2.32% of Kades & Cheifetz's portfolio in Q4 2024, its #12 holding.
Kades & Cheifetz first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and has held it in 9 quarters since.
109 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2024.

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