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Cedar Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cedar Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-59,080
Closed -$1.52M – 231
2024
Q3 		$1.52M Buy
59,080
+2,738
+5% +$68K 0.47% 31
2024
Q2 		$1.34M Sell
56,342
-53,850
-49% -$1.28M 0.43% 30
2024
Q1 		$2.71M Buy
110,192
+6,740
+7% +$158K 0.89% 17
2023
Q4 		$2.44M Buy
103,452
+74,868
+262% +$1.58M 0.89% 19
2023
Q3 		$592K Buy
28,584
+4,340
+18% +$95.2K 0.23% 57
2023
Q2 		$531K Sell
24,244
-19,274
-44% -$402K 0.21% 64
2023
Q1 		$912K Buy
43,518
+4,768
+12% +$102K 0.37% 36
2022
Q4 		$785K Sell
38,750
-3,134
-7% -$64.2K 0.39% 37
2022
Q3 		$792K Buy
41,884
+4,796
+13% +$100K 0.39% 43
2022
Q2 		$723K Sell
37,088
-4,546
-11% -$97.2K 0.33% 49
2022
Q1 		$986K Sell
41,634
-16,878
-29% -$398K 0.4% 42
2021
Q4 		$1.5M Buy
58,512
+1,440
+3% +$37.3K 0.61% 33
2021
Q3 		$1.43M Buy
57,072
+916
+2% +$23.3K 0.64% 30
2021
Q2 		$1.46M Sell
56,156
-10,060
-15% -$257K 0.66% 30
2021
Q1 		$1.65M Sell
66,216
-3,900
-6% -$95.9K 0.82% 24
2020
Q4 		$1.56M Buy
70,116
+404
+0.6% +$8.04K 0.84% 21
2020
Q3 		$1.19M Sell
69,712
-3,476
-5% -$59.8K 0.74% 23
2020
Q2 		$1.2M Sell
73,188
-24,768
-25% -$371K 0.81% 20
2020
Q1 		$1.26M Buy
97,956
+35,728
+57% +$607K 0.85% 16
2019
Q4 		$1.18M Buy
62,228
+28,696
+86% +$519K 0.7% 19
2019
Q3 		$585K Buy
33,532
+12,308
+58% +$217K 0.39% 25
2019
Q2 		$379K Buy
21,224
+6,148
+41% +$109K 0.25% 34
2019
Q1 		$264K Buy
15,076
+14,432
+2,241% +$247K 0.17% 48
2018
Q4 		$10K Buy
644
+536
+496% +$9.06K 0.01% 131
2018
Q3 		$2K Buy
+108
New +$2.06K ﹤0.01% 158

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cedar Wealth Management's SCHA Position: Q4 2024 in Review

Cedar Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2024, closing a stake of 59,080 shares — an estimated $1.52M sold.

Cedar Wealth Management first reported a position in SCHA in Q3 2018 and held it in 25 quarters. The position peaked at $2.71M in Q1 2024. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Cedar Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 59,080 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $1.52M.
  • Cedar Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 25 quarters.
  • Cedar Wealth Management's Schwab U.S Small- Cap ETF position peaked at $2.71M in Q1 2024.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.