CWM
SCHV

Cedar Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cedar Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-105,384
Closed -$2.82M – 236
2024
Q3 		$2.82M Buy
105,384
+1,308
+1% +$33.6K 0.88% 18
2024
Q2 		$2.57M Buy
104,076
+25,149
+32% +$621K 0.83% 18
2024
Q1 		$2M Buy
78,927
+819
+1% +$19.6K 0.66% 24
2023
Q4 		$1.83M Sell
78,108
-795
-1% -$17.4K 0.66% 24
2023
Q3 		$1.7M Buy
78,903
+9,603
+14% +$216K 0.67% 24
2023
Q2 		$1.55M Buy
69,300
+3,159
+5% +$69K 0.6% 25
2023
Q1 		$1.45M Buy
66,141
+9,279
+16% +$206K 0.59% 25
2022
Q4 		$1.25M Buy
56,862
+13,374
+31% +$290K 0.62% 23
2022
Q3 		$848K Buy
43,488
+7,452
+21% +$160K 0.42% 40
2022
Q2 		$750K Sell
36,036
-5,130
-12% -$115K 0.34% 47
2022
Q1 		$980K Sell
41,166
-18,783
-31% -$445K 0.4% 43
2021
Q4 		$1.46M Sell
59,949
-2,445
-4% -$57.9K 0.59% 35
2021
Q3 		$1.4M Buy
62,394
+3,891
+7% +$90K 0.62% 32
2021
Q2 		$1.33M Buy
58,503
+1,989
+4% +$45.1K 0.6% 34
2021
Q1 		$1.23M Buy
56,514
+2,415
+4% +$50.3K 0.61% 31
2020
Q4 		$1.07M Buy
54,099
+5,970
+12% +$112K 0.58% 35
2020
Q3 		$837K Sell
48,129
-1,194
-2% -$20.9K 0.52% 30
2020
Q2 		$824K Buy
+49,323
New +$805K 0.56% 30

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Cedar Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2024, closing a stake of 105,384 shares — an estimated $2.82M sold.

Cedar Wealth Management first reported a position in SCHV in Q2 2020 and held it in 18 quarters. The position peaked at $2.82M in Q3 2024. 823 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Cedar Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 105,384 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $2.82M.
  • Cedar Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 18 quarters.
  • Cedar Wealth Management's Schwab US Large-Cap Value ETF position peaked at $2.82M in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

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