Kades & Cheifetz LLC SCHD Holdings History
Kades & Cheifetz LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-12-31, Kades & Cheifetz LLC held 589,033.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $16.09 Mil. This investment constitutes 8.24% of their stock portfolio, and Kades & Cheifetz LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then Kades & Cheifetz LLC has made 4 purchases of SCHD, at an average price of $43.92, for a total of 594,546.00 shares. In addition, there have been 4 sales at an average price of $75.49 for 5,513.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Kades & Cheifetz LLC's estimated gain on his SCHD holdings is $-9.78 Mil, reflecting a -37.46% gain to date.
Kades & Cheifetz LLC SCHD ($27.02) Holding Chart
Kades & Cheifetz LLC SCHD ($27.02) 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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