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Cedar Mountain Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Cedar Mountain Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-321
Closed -$7.09K – 385
2024
Q3 		$7.09K Buy
321
+3
+0.9% +$64 ﹤0.01% 221
2024
Q2 		$6.66K Hold
318
– – ﹤0.01% 211
2024
Q1 		$6.47K Hold
318
– – ﹤0.01% 210
2023
Q4 		$5.88K Buy
318
+3
+1% +$52 ﹤0.01% 206
2023
Q3 		$5.24K Hold
315
– – ﹤0.01% 211
2023
Q2 		$5.42K Buy
315
+3
+1% +$49 ﹤0.01% 198
2023
Q1 		$5K Hold
312
– – ﹤0.01% 204
2022
Q4 		$4.66K Hold
312
– – ﹤0.01% 211
2022
Q3 		$4K Buy
312
+3
+1% +$47 ﹤0.01% 224
2022
Q2 		$5K Hold
309
– – ﹤0.01% 217
2022
Q1 		$5K Sell
309
-963
-76% -$16.9K ﹤0.01% 238
2021
Q4 		$24K Buy
1,272
+42
+3% +$773 0.01% 115
2021
Q3 		$21K Buy
1,230
+6
+0.5% +$107 0.01% 119
2021
Q2 		$21K Buy
1,224
+150
+14% +$2.54K 0.01% 110
2021
Q1 		$17K Buy
1,074
+6
+0.6% +$95 0.01% 137
2020
Q4 		$16K Buy
1,068
+6
+0.6% +$85 0.01% 141
2020
Q3 		$14K Buy
1,062
+6
+0.6% +$79 0.01% 134
2020
Q2 		$13K Buy
1,056
+270
+34% +$3.11K 0.01% 130
2020
Q1 		$8K Buy
786
+6
+0.8% +$73 ﹤0.01% 137
2019
Q4 		$10K Buy
+780
New +$9.57K ﹤0.01% 139

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cedar Mountain Advisors's SCHB Position: Q4 2024 in Review

Cedar Mountain Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 321 shares — an estimated $7.09K sold.

Cedar Mountain Advisors first reported a position in SCHB in Q4 2019 and held it in 20 quarters. The position peaked at $24K in Q4 2021. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Cedar Mountain Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Mountain Advisors sold 321 Schwab US Broad Market ETF shares in Q4 2024, an estimated $7.09K.
  • Cedar Mountain Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 20 quarters.
  • Cedar Mountain Advisors's Schwab US Broad Market ETF position peaked at $24K in Q4 2021.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Cedar Mountain Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.