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

Cedar Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,113
Closed -$229K – 237
2024
Q3 		$229K Buy
10,113
+6,159
+156% +$134K 0.07% 98
2024
Q2 		$84.7K Buy
3,954
+699
+21% +$14.4K 0.03% 136
2024
Q1 		$67.3K Sell
3,255
-162
-5% -$3.19K 0.02% 154
2023
Q4 		$64.2K Sell
3,417
-2,496
-42% -$43.8K 0.02% 143
2023
Q3 		$99.7K Buy
5,913
+60
+1% +$1.05K 0.04% 127
2023
Q2 		$102K Sell
5,853
-1,809
-24% -$29.9K 0.04% 125
2023
Q1 		$124K Sell
7,662
-297
-4% -$4.67K 0.05% 114
2022
Q4 		$120K Buy
7,959
+1,404
+21% +$21.3K 0.06% 107
2022
Q3 		$93K Buy
6,555
+5,025
+328% +$78.8K 0.05% 125
2022
Q2 		$23K Hold
1,530
– – 0.01% 218
2022
Q1 		$27K Hold
1,530
– – 0.01% 227
2021
Q4 		$29K Hold
1,530
– – 0.01% 220
2021
Q3 		$27K Buy
1,530
+150
+11% +$2.67K 0.01% 188
2021
Q2 		$24K Hold
1,380
– – 0.01% 199
2021
Q1 		$22K Buy
1,380
+180
+15% +$2.82K 0.01% 186
2020
Q4 		$18K Buy
1,200
+900
+300% +$12.9K 0.01% 177
2020
Q3 		$4K Hold
300
– – ﹤0.01% 204
2020
Q2 		$4K Buy
+300
New +$3.5K ﹤0.01% 203

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cedar Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 10,113 shares — an estimated $229K sold.

Cedar Wealth Management first reported a position in SCHX in Q2 2020 and held it in 18 quarters. The position peaked at $229K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Cedar Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 10,113 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $229K.
  • Cedar Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2020 and held it in 18 quarters.
  • Cedar Wealth Management's Schwab US Large- Cap ETF position peaked at $229K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

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