Cedar Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-52,836	Closed	-$1.46M	–	233
2024 Q3	$1.46M	Buy	52,836 +3,243	+7%	+$86.2K	0.45%	33
2024 Q2	$1.29M	Buy	49,593 +5,931	+14%	+$155K	0.42%	33
2024 Q1	$1.19M	Sell	43,662 -531	-1%	-$13.5K	0.39%	35
2023 Q4	$1.11M	Buy	44,193 +171	+0.4%	+$3.92K	0.4%	35
2023 Q3	$993K	Buy	44,022 +6,786	+18%	+$161K	0.39%	34
2023 Q2	$882K	Buy	37,236 +2,154	+6%	+$48.5K	0.34%	38
2023 Q1	$793K	Buy	+35,082	New	+$808K	0.32%	42

Other funds holding SCHM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

MGIA

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

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

Cedar Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 52,836 shares — an estimated $1.46M sold.

Cedar Wealth Management first reported a position in SCHM in Q1 2023 and held it in 7 quarters. The position peaked at $1.46M in Q3 2024. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

Cedar Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 52,836 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $1.46M.
Cedar Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 7 quarters.
Cedar Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.46M in Q3 2024.
930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

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