Kades & Cheifetz’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$3.88M	Sell	161,308 -48,894	-23%	-$1.18M	1.99%	15
2024 Q3	$5.15M	Buy	210,202 +8,282	+4%	+$201K	2.95%	9
2024 Q2	$4.86M	Buy	201,920 +1,722	+0.9%	+$41.3K	3.06%	9
2024 Q1	$4.83M	Buy	200,198 +3,246	+2%	+$78.4K	3.09%	9
2023 Q4	$4.77M	Sell	196,952 -5,812	-3%	-$140K	3.38%	8
2023 Q3	$4.86M	Buy	202,764 +1,506	+0.7%	+$36.1K	3.84%	8
2023 Q2	$4.84M	Buy	201,258 +1,296	+0.6%	+$31.4K	3.71%	9
2023 Q1	$4.88M	Buy	199,962 +1,200	+0.6%	+$29.1K	3.85%	7
2022 Q4	$4.79M	Buy	+198,762	New	+$4.79M	4.01%	7

Other funds holding SCHO

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Kades & Cheifetz reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 23% in Q4 2024, selling an estimated $1.18M and leaving 161,308 shares worth $3.88M. The position accounts for 1.99% of the portfolio, ranked #15.

Kades & Cheifetz first reported a position in SCHO in Q4 2022 and has held it in 9 quarters since. The position peaked at $5.15M in Q3 2024. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

Kades & Cheifetz held 161,308 shares of Schwab Short-Term US Treasury ETF worth $3.88M as of Q4 2024.
Kades & Cheifetz sold 48,894 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $1.18M.
Schwab Short-Term US Treasury ETF made up 1.99% of Kades & Cheifetz's portfolio in Q4 2024, its #15 holding.
Kades & Cheifetz first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's Schwab Short-Term US Treasury ETF position peaked at $5.15M in Q3 2024.
632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

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