Kades & Cheifetz’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$211K	Sell	8,685 -389	-4%	-$9.57K	0.11%	103
2024 Q3	$230K	Buy	9,074 +82	+0.9%	+$2.05K	0.13%	83
2024 Q2	$219K	Sell	8,992 -328	-4%	-$7.94K	0.14%	83
2024 Q1	$229K	Buy	+9,320	New	+$229K	0.15%	80
2023 Q4	–	Sell	-9,336	Closed	-$224K	–	82
2023 Q3	$224K	Buy	9,336 +26	+0.3%	+$633	0.18%	72
2023 Q2	$229K	Sell	9,310 -3,652	-28%	-$91.5K	0.18%	72
2023 Q1	$327K	Sell	12,962 -2,400	-16%	-$59.8K	0.26%	64
2022 Q4	$378K	Buy	+15,362	New	+$378K	0.32%	56

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

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

CWA

Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return

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

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

Kades & Cheifetz reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.3% in Q4 2024, selling an estimated $9.57K and leaving 8,685 shares worth $211K. The position accounts for 0.11% of the portfolio, ranked #103.

Kades & Cheifetz first reported a position in SCHR in Q4 2022 and has held it in 8 quarters since. The position peaked at $378K in Q4 2022. 428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

Kades & Cheifetz held 8,685 shares of Schwab Intermediately-Term US Treasury ETF worth $211K as of Q4 2024.
Kades & Cheifetz sold 389 Schwab Intermediately-Term US Treasury ETF shares in Q4 2024, an estimated $9.57K.
Schwab Intermediately-Term US Treasury ETF made up 0.11% of Kades & Cheifetz's portfolio in Q4 2024, its #103 holding.
Kades & Cheifetz first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 8 quarters since.
Kades & Cheifetz's Schwab Intermediately-Term US Treasury ETF position peaked at $378K in Q4 2022.
428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

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