Kades & Cheifetz LLC SCHJ Holdings History
Kades & Cheifetz LLC's Schwab 1-5 Year Corporate Bond ETF Holding Summary
As of 2024-12-31, Kades & Cheifetz LLC held 186,286.00 shares of Schwab 1-5 Year Corporate Bond ETF(SCHJ), totaling $4.54 Mil. This investment constitutes 2.32% of their stock portfolio, and Kades & Cheifetz LLC now holds 0.95% of the outstanding Schwab 1-5 Year Corporate Bond ETF(SCHJ) stock.
The initial trade took place in 2022Q4. And since then Kades & Cheifetz LLC has made 7 purchases of SCHJ, at an average price of $34.97, for a total of 187,049.00 shares. In addition, there have been 1 sales at an average price of $48.08 for 763.00 shares. Based on historical transaction data and SCHJ's current price of $24.73, Kades & Cheifetz LLC's estimated gain on his SCHJ holdings is $-1.90 Mil, reflecting a -29.02% gain to date.
Kades & Cheifetz LLC SCHJ ($24.73) Holding Chart
Kades & Cheifetz LLC SCHJ ($24.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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