Cedar Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Cedar Wealth Management’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
2023 Q4	–	Sell	-3,600	Closed	-$59.8K	–	294
2023 Q3	$59.8K	Hold	3,600	–	–	0.02%	147
2023 Q2	$62K	Hold	3,600	–	–	0.02%	148
2023 Q1	$57.4K	Hold	3,600	–	–	0.02%	144
2022 Q4	$53.8K	Hold	3,600	–	–	0.03%	140
2022 Q3	$50K	Hold	3,600	–	–	0.02%	161
2022 Q2	$53K	Hold	3,600	–	–	0.02%	166
2022 Q1	$64K	Hold	3,600	–	–	0.03%	171
2021 Q4	$68K	Hold	3,600	–	–	0.03%	168
2021 Q3	$62K	Hold	3,600	–	–	0.03%	150
2021 Q2	$63K	Hold	3,600	–	–	0.03%	158
2021 Q1	$58K	Hold	3,600	–	–	0.03%	149
2020 Q4	$55K	Hold	3,600	–	–	0.03%	132
2020 Q3	$48K	Hold	3,600	–	–	0.03%	135
2020 Q2	$44K	Hold	3,600	–	–	0.03%	130
2020 Q1	$36K	Buy	+3,600	New	+$43.6K	0.02%	136

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cedar Wealth Management's SCHB Position: Q4 2023 in Review

Cedar Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 3,600 shares — an estimated $59.8K sold.

Cedar Wealth Management first reported a position in SCHB in Q1 2020 and held it in 15 quarters. The position peaked at $68K in Q4 2021. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

Cedar Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
Cedar Wealth Management sold 3,600 Schwab US Broad Market ETF shares in Q4 2023, an estimated $59.8K.
Cedar Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2020 and held it in 15 quarters.
Cedar Wealth Management's Schwab US Broad Market ETF position peaked at $68K in Q4 2021.
1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Cedar Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.