KC
SCHV

Kades & Cheifetz’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kades & Cheifetz’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$271K Sell
10,405
-3,194
-23% -$86.2K 0.14% 89
2024
Q3 		$364K Buy
13,599
+153
+1% +$3.93K 0.21% 71
2024
Q2 		$332K Hold
13,446
– – 0.21% 74
2024
Q1 		$341K Sell
13,446
-5,433
-29% -$130K 0.22% 65
2023
Q4 		$441K Sell
18,879
-1,104
-6% -$24.1K 0.31% 57
2023
Q3 		$429K Buy
19,983
+255
+1% +$5.73K 0.34% 53
2023
Q2 		$441K Buy
19,728
+3
+0% +$66 0.34% 57
2023
Q1 		$431K Sell
19,725
-240
-1% -$5.33K 0.34% 56
2022
Q4 		$439K Buy
+19,965
New +$432K 0.37% 53

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Kades & Cheifetz reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 23% in Q4 2024, selling an estimated $86.2K and leaving 10,405 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #89.

Kades & Cheifetz first reported a position in SCHV in Q4 2022 and has held it in 9 quarters since. The position peaked at $441K in Q2 2023. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Kades & Cheifetz held 10,405 shares of Schwab US Large-Cap Value ETF worth $271K as of Q4 2024.
  • Kades & Cheifetz sold 3,194 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $86.2K.
  • Schwab US Large-Cap Value ETF made up 0.14% of Kades & Cheifetz's portfolio in Q4 2024, its #89 holding.
  • Kades & Cheifetz first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's Schwab US Large-Cap Value ETF position peaked at $441K in Q2 2023.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

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