Kades & Cheifetz LLC SCHP Holdings History

Number of Shares
103,539.00
Current Holdings Value*
$2.67 Mil
% of Portfolio
1.37%
Total Estimate Gain
$-802,589.18
% of Total Estimate Gain
-20.51%

Kades & Cheifetz LLC's Schwab U.S. Tips ETF Holding Summary

As of 2024-12-31, Kades & Cheifetz LLC held 103,539.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $2.67 Mil. This investment constitutes 1.37% of their stock portfolio, and Kades & Cheifetz LLC now holds 0.02% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.

The initial trade took place in 2022Q4. And since then Kades & Cheifetz LLC has made 4 purchases of SCHP, at an average price of $35.45, for a total of 110,367.00 shares. In addition, there have been 4 sales at an average price of $52.39 for 6,828.00 shares. Based on historical transaction data and SCHP's current price of $26.58, Kades & Cheifetz LLC's estimated gain on his SCHP holdings is $-802,589.18, reflecting a -20.51% gain to date.

Kades & Cheifetz LLC SCHP ($26.58) Holding Chart

Kades & Cheifetz LLC SCHP ($26.58) 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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