Cedar Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-440	Closed	-$11K	–	366
2022 Q1	$11K	Hold	440	–	–	﹤0.01%	287
2021 Q4	$12K	Hold	440	–	–	﹤0.01%	279
2021 Q3	$10K	Hold	440	–	–	﹤0.01%	230
2021 Q2	$10K	Hold	440	–	–	﹤0.01%	233
2021 Q1	$9K	Hold	440	–	–	﹤0.01%	210
2020 Q4	$8K	Buy	440 +100	+29%	+$1.85K	﹤0.01%	202
2020 Q3	$6K	Hold	340	–	–	﹤0.01%	201
2020 Q2	$6K	Sell	340 -190	-36%	-$3.3K	﹤0.01%	198
2020 Q1	$9K	Buy	+530	New	+$11.3K	0.01%	192

Other funds holding SCHH

CSIA

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cedar Wealth Management's SCHH Position: Q2 2022 in Review

Cedar Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2022, closing a stake of 440 shares — an estimated $11K sold.

Cedar Wealth Management first reported a position in SCHH in Q1 2020 and held it in 9 quarters. The position peaked at $12K in Q4 2021. 464 funds tracked by Wall St. Rank hold SCHH as of Q2 2022.

Cedar Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2022 after selling out during the quarter.
Cedar Wealth Management sold 440 Schwab US REIT ETF shares in Q2 2022, an estimated $11K.
Cedar Wealth Management first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 9 quarters.
Cedar Wealth Management's Schwab US REIT ETF position peaked at $12K in Q4 2021.
464 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2022.

Based on Cedar Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.