Cedar Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cedar Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.1M	Sell	1,437,761 -7,437	-0.5%	-$226K	12.84%	2
2025 Q4	$39.6M	Sell	1,445,198 -458	-0%	-$12.5K	11.86%	2
2025 Q3	$39.5M	Buy	1,445,656 +160,249	+12%	+$4.37M	12.09%	2
2025 Q2	$34.1M	Buy	1,285,407 +18,876	+1%	+$493K	11.54%	2
2025 Q1	$35.4M	Buy	1,266,531 +9,610	+0.8%	+$268K	12.6%	2
2024 Q4	$34.3M	Sell	1,256,921 -133,375	-10%	-$3.79M	12.42%	2
2024 Q3	$39.2M	Buy	1,390,296 +2,211	+0.2%	+$60.2K	12.16%	2
2024 Q2	$36M	Buy	1,388,085 +32,217	+2%	+$839K	11.68%	2
2024 Q1	$36.4M	Buy	1,355,868 +93,858	+7%	+$2.42M	11.99%	2
2023 Q4	$32M	Buy	1,262,010 +22,599	+2%	+$539K	11.66%	2
2023 Q3	$29.2M	Buy	1,239,411 +38,982	+3%	+$957K	11.56%	2
2023 Q2	$29.1M	Buy	1,200,429 +68,772	+6%	+$1.64M	11.23%	2
2023 Q1	$27.6M	Buy	1,131,657 +269,712	+31%	+$6.74M	11.3%	2
2022 Q4	$21.7M	Buy	861,945 +509,379	+144%	+$12.6M	10.72%	3
2022 Q3	$7.81M	Buy	352,566 +148,125	+72%	+$3.6M	3.88%	5
2022 Q2	$4.88M	Sell	204,441 -7,122	-3%	-$181K	2.23%	11
2022 Q1	$5.56M	Sell	211,563 -8,205	-4%	-$215K	2.25%	10
2021 Q4	$5.92M	Sell	219,768 -123	-0.1%	-$3.19K	2.39%	8
2021 Q3	$5.44M	Buy	219,891 +1,599	+0.7%	+$40.6K	2.42%	8
2021 Q2	$5.5M	Sell	218,292 -10,692	-5%	-$270K	2.48%	7
2021 Q1	$5.57M	Buy	228,984 +1,662	+0.7%	+$37.8K	2.77%	6
2020 Q4	$4.86M	Buy	227,322 +1,059	+0.5%	+$21.5K	2.61%	5
2020 Q3	$4.17M	Sell	226,263 -4,113	-2%	-$75.7K	2.59%	6
2020 Q2	$3.97M	Buy	230,376 +47,598	+26%	+$804K	2.68%	6
2020 Q1	$2.74M	Buy	182,778 +110,331	+152%	+$1.98M	1.85%	7
2019 Q4	$1.4M	Buy	72,447 +41,154	+132%	+$771K	0.83%	13
2019 Q3	$571K	Hold	31,293	–	–	0.38%	27
2019 Q2	$554K	Hold	31,293	–	–	0.36%	23
2019 Q1	$545K	Buy	31,293 +471	+2%	+$7.92K	0.34%	25
2018 Q4	$483K	Buy	30,822 +4,500	+17%	+$75K	0.35%	28
2018 Q3	$465K	Hold	26,322	–	–	0.24%	33
2018 Q2	$432K	Buy	26,322 +3,000	+13%	+$49.4K	0.24%	22
2018 Q1	$381K	Buy	23,322 +5,895	+34%	+$101K	0.24%	26
2017 Q4	$297K	Hold	17,427	–	–	0.18%	33
2017 Q3	$272K	Hold	17,427	–	–	0.16%	36
2017 Q2	$262K	Sell	17,427 -81	-0.5%	-$1.22K	0.17%	38
2017 Q1	$260K	Hold	17,508	–	–	0.16%	39
2016 Q4	$254K	Hold	17,508	–	–	0.17%	36
2016 Q3	$247K	Buy	17,508 +81	+0.5%	+$1.14K	0.17%	26
2016 Q2	$241K	Hold	17,427	–	–	0.15%	33
2016 Q1	$233K	Buy	+17,427	New	+$221K	0.16%	22

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cedar Wealth Management's SCHD Position: Q1 2026 in Review

Cedar Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.51% in Q1 2026, selling an estimated $226K and leaving 1,437,761 shares worth $44.1M. The position accounts for 12.84% of the portfolio, ranked #2.

Cedar Wealth Management first reported a position in SCHD in Q1 2016 and has held it in 41 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Cedar Wealth Management held 1,437,761 shares of Schwab US Dividend Equity ETF worth $44.1M as of Q1 2026.
Cedar Wealth Management sold 7,437 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $226K.
Schwab US Dividend Equity ETF made up 12.84% of Cedar Wealth Management's portfolio in Q1 2026, its #2 holding.
Cedar Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and has held it in 41 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.