Cedar Wealth Management’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10	Closed	-$648	–	235
2024 Q3	$648	Hold	10	–	–	﹤0.01%	262
2024 Q2	$737	Hold	10	–	–	﹤0.01%	298
2024 Q1	$723	Buy	+10	New	+$659	﹤0.01%	338
2023 Q2	–	Sell	-4,028	Closed	-$211K	–	309
2023 Q1	$211K	Buy	+4,028	New	+$295K	0.09%	96
2022 Q4	–	Sell	-112	Closed	-$8K	–	329
2022 Q3	$8K	Hold	112	–	–	﹤0.01%	262
2022 Q2	$7K	Hold	112	–	–	﹤0.01%	276
2022 Q1	$9K	Hold	112	–	–	﹤0.01%	296
2021 Q4	$9K	Hold	112	–	–	﹤0.01%	289
2021 Q3	$8K	Hold	112	–	–	﹤0.01%	234
2021 Q2	$8K	Hold	112	–	–	﹤0.01%	237
2021 Q1	$7K	Hold	112	–	–	﹤0.01%	217
2020 Q4	$6K	Hold	112	–	–	﹤0.01%	209
2020 Q3	$4K	Hold	112	–	–	﹤0.01%	203
2020 Q2	$4K	Hold	112	–	–	﹤0.01%	202
2020 Q1	$4K	Sell	112 -112	-50%	-$4.7K	﹤0.01%	216
2019 Q4	$11K	Buy	+224	New	+$9.87K	0.01%	142

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Cedar Wealth Management sold out of Charles Schwab (SCHW) in Q4 2024, closing a stake of 10 shares — an estimated $648 sold.

Cedar Wealth Management first reported a position in SCHW in Q4 2019 and held it in 16 quarters. The position peaked at $211K in Q1 2023. 1,985 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

Cedar Wealth Management reported no remaining Charles Schwab position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 10 Charles Schwab shares in Q4 2024, an estimated $648.
Cedar Wealth Management first reported a position in Charles Schwab in Q4 2019 and held it in 16 quarters.
Cedar Wealth Management's Charles Schwab position peaked at $211K in Q1 2023.
1,985 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

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