CWM
SCHG icon

Cedar Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cedar Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-43,748
Closed -$1.14M – 232
2024
Q3 		$1.14M Buy
43,748
+2,532
+6% +$63.7K 0.35% 38
2024
Q2 		$1.04M Sell
41,216
-4,652
-10% -$110K 0.34% 42
2024
Q1 		$1.06M Buy
45,868
+3,900
+9% +$86.3K 0.35% 37
2023
Q4 		$870K Buy
41,968
+2,708
+7% +$52.4K 0.32% 43
2023
Q3 		$714K Buy
39,260
+400
+1% +$7.53K 0.28% 50
2023
Q2 		$728K Hold
38,860
– – 0.28% 49
2023
Q1 		$633K Hold
38,860
– – 0.26% 52
2022
Q4 		$540K Sell
38,860
-4,100
-10% -$58.9K 0.27% 53
2022
Q3 		$599K Buy
42,960
+400
+0.9% +$6.27K 0.3% 58
2022
Q2 		$617K Sell
42,560
-2,800
-6% -$44.8K 0.28% 54
2022
Q1 		$848K Sell
45,360
-400
-0.9% -$7.29K 0.34% 47
2021
Q4 		$937K Sell
45,760
-1,000
-2% -$20K 0.38% 51
2021
Q3 		$866K Hold
46,760
– – 0.39% 49
2021
Q2 		$853K Buy
46,760
+760
+2% +$13.1K 0.38% 51
2021
Q1 		$746K Hold
46,000
– – 0.37% 52
2020
Q4 		$738K Buy
46,000
+720
+2% +$10.9K 0.4% 43
2020
Q3 		$652K Sell
45,280
-3,360
-7% -$46.8K 0.41% 36
2020
Q2 		$617K Buy
48,640
+2,800
+6% +$32.6K 0.42% 36
2020
Q1 		$456K Buy
+45,840
New +$523K 0.31% 42

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cedar Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 43,748 shares — an estimated $1.14M sold.

Cedar Wealth Management first reported a position in SCHG in Q1 2020 and held it in 19 quarters. The position peaked at $1.14M in Q3 2024. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Cedar Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 43,748 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $1.14M.
  • Cedar Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and held it in 19 quarters.
  • Cedar Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $1.14M in Q3 2024.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

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