Cedar Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Buy |
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|
2025
Q1 | $35.4M | Buy |
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|
2024
Q4 | $34.3M | Sell |
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|
2024
Q3 | $39.2M | Buy |
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|
2024
Q2 | $36M | Buy |
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|
2024
Q1 | $36.4M | Buy |
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|
2023
Q4 | $32M | Buy |
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|
2023
Q3 | $29.2M | Buy |
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|
2023
Q2 | $29.1M | Buy |
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|
2023
Q1 | $27.6M | Buy |
|
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|
2022
Q4 | $21.7M | Buy |
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|
2022
Q3 | $7.81M | Buy |
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|
2022
Q2 | $4.88M | Sell |
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|
2022
Q1 | $5.56M | Sell |
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|
2021
Q4 | $5.92M | Sell |
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|
2021
Q3 | $5.44M | Buy |
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|
2021
Q2 | $5.5M | Sell |
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|
2021
Q1 | $5.57M | Buy |
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|
2020
Q4 | $4.86M | Buy |
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|
2020
Q3 | $4.17M | Sell |
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|
2020
Q2 | $3.97M | Buy |
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|
2020
Q1 | $2.74M | Buy |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $571K | Hold |
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|
2019
Q2 | $554K | Hold |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | $483K | Buy |
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|
2018
Q3 | $465K | Hold |
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|
2018
Q2 | $432K | Buy |
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|
2018
Q1 | $381K | Buy |
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|
2017
Q4 | $297K | Hold |
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|
2017
Q3 | $272K | Hold |
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|
2017
Q2 | $262K | Sell |
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|
2017
Q1 | $260K | Hold |
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|
2016
Q4 | $254K | Hold |
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|
2016
Q3 | $247K | Buy |
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|
2016
Q2 | $241K | Hold |
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|
2016
Q1 | $233K | Buy |
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