Cedar Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,800	Closed	-$29K	–	311
2022 Q4	$29K	Hold	1,800	–	–	0.01%	178
2022 Q3	$25K	Hold	1,800	–	–	0.01%	208
2022 Q2	$28K	Sell	1,800 -12,518	-87%	-$213K	0.01%	202
2022 Q1	$263K	Sell	14,318 -13,294	-48%	-$247K	0.11%	107
2021 Q4	$537K	Sell	27,612 -2,646	-9%	-$52K	0.22%	79
2021 Q3	$585K	Sell	30,258 -164	-0.5%	-$3.26K	0.26%	67
2021 Q2	$600K	Sell	30,422 -5,400	-15%	-$107K	0.27%	64
2021 Q1	$674K	Sell	35,822 -1,200	-3%	-$22.4K	0.34%	54
2020 Q4	$667K	Buy	37,022 +756	+2%	+$12.7K	0.36%	48
2020 Q3	$569K	Sell	36,266 -1,262	-3%	-$19.8K	0.35%	44
2020 Q2	$558K	Sell	37,528 -2,150	-5%	-$30.2K	0.38%	44
2020 Q1	$513K	Buy	39,678 +2,738	+7%	+$42.1K	0.35%	33
2019 Q4	$621K	Buy	36,940 +16,724	+83%	+$275K	0.37%	32
2019 Q3	$322K	Buy	20,216 +7,216	+56%	+$114K	0.22%	50
2019 Q2	$209K	Buy	13,000 +3,974	+44%	+$62.9K	0.14%	60
2019 Q1	$141K	Buy	9,026 +7,566	+518%	+$115K	0.09%	69
2018 Q4	$21K	Buy	1,460 +306	+27%	+$4.68K	0.02%	118
2018 Q3	$19K	Buy	+1,154	New	+$19.2K	0.01%	110

Other funds holding SCHF

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cedar Wealth Management's SCHF Position: Q1 2023 in Review

Cedar Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2023, closing a stake of 1,800 shares — an estimated $29K sold.

Cedar Wealth Management first reported a position in SCHF in Q3 2018 and held it in 18 quarters. The position peaked at $674K in Q1 2021. 996 funds tracked by Wall St. Rank hold SCHF as of Q1 2023.

Cedar Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2023 after selling out during the quarter.
Cedar Wealth Management sold 1,800 Schwab International Equity ETF shares in Q1 2023, an estimated $29K.
Cedar Wealth Management first reported a position in Schwab International Equity ETF in Q3 2018 and held it in 18 quarters.
Cedar Wealth Management's Schwab International Equity ETF position peaked at $674K in Q1 2021.
996 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2023.

Based on Cedar Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.