Kades & Cheifetz’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.29M	Buy	100,804 +7,260	+8%	+$168K	1.17%	26
2024 Q3	$2.22M	Sell	93,544 -2,566	-3%	-$60.1K	1.27%	21
2024 Q2	$2.19M	Sell	96,110 -2,556	-3%	-$57.9K	1.38%	22
2024 Q1	$2.27M	Buy	98,666 +868	+0.9%	+$20K	1.45%	19
2023 Q4	$2.28M	Sell	97,798 -2,724	-3%	-$60.9K	1.62%	18
2023 Q3	$2.22M	Buy	100,522 +5,392	+6%	+$122K	1.76%	16
2023 Q2	$2.2M	Sell	95,130 -3,482	-4%	-$81K	1.68%	16
2023 Q1	$2.31M	Sell	98,612 -9,174	-9%	-$213K	1.82%	16
2022 Q4	$2.46M	Buy	+107,786	New	+$2.45M	2.06%	14

Other funds holding SCHZ

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Kades & Cheifetz increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.8% in Q4 2024, buying an estimated $168K and bringing the position to 100,804 shares worth $2.29M. The position accounts for 1.17% of the portfolio, ranked #26.

Kades & Cheifetz first reported a position in SCHZ in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.46M in Q4 2022. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

Kades & Cheifetz held 100,804 shares of Schwab US Aggregate Bond ETF worth $2.29M as of Q4 2024.
Kades & Cheifetz bought 7,260 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $168K.
Schwab US Aggregate Bond ETF made up 1.17% of Kades & Cheifetz's portfolio in Q4 2024, its #26 holding.
Kades & Cheifetz first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's Schwab US Aggregate Bond ETF position peaked at $2.46M in Q4 2022.
634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

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