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Cedar Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cedar Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-75,912
Closed -$1.8M – 238
2024
Q3 		$1.8M Buy
75,912
+17,576
+30% +$412K 0.56% 28
2024
Q2 		$1.33M Sell
58,336
-25,016
-30% -$567K 0.43% 31
2024
Q1 		$1.92M Buy
83,352
+4,030
+5% +$92.7K 0.63% 25
2023
Q4 		$1.85M Sell
79,322
-40,622
-34% -$909K 0.67% 22
2023
Q3 		$2.65M Sell
119,944
-20,684
-15% -$469K 1.05% 18
2023
Q2 		$3.25M Sell
140,628
-180,404
-56% -$4.2M 1.25% 17
2023
Q1 		$7.53M Buy
+321,032
New +$7.47M 3.08% 8
2022
Q1 		– Sell
-7,990
Closed -$215K – 385
2021
Q4 		$215K Buy
7,990
+3,236
+68% +$87.5K 0.09% 121
2021
Q3 		$129K Buy
4,754
+450
+10% +$12.3K 0.06% 126
2021
Q2 		$117K Buy
4,304
+3,174
+281% +$86.1K 0.05% 131
2021
Q1 		$30K Buy
1,130
+684
+153% +$18.8K 0.01% 176
2020
Q4 		$12K Sell
446
-8
-2% -$224 0.01% 192
2020
Q3 		$13K Hold
454
– – 0.01% 181
2020
Q2 		$13K Sell
454
-112
-20% -$3.12K 0.01% 176
2020
Q1 		$15K Sell
566
-758
-57% -$20.5K 0.01% 171
2019
Q4 		$35K Sell
1,324
-4,030
-75% -$108K 0.02% 104
2019
Q3 		$144K Buy
5,354
+3,400
+174% +$90.9K 0.1% 75
2019
Q2 		$52K Buy
1,954
+322
+20% +$8.38K 0.03% 102
2019
Q1 		$42K Buy
+1,632
New +$41.6K 0.03% 109

Other funds holding SCHZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cedar Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 75,912 shares — an estimated $1.8M sold.

Cedar Wealth Management first reported a position in SCHZ in Q1 2019 and held it in 19 quarters. The position peaked at $7.53M in Q1 2023. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Cedar Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 75,912 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $1.8M.
  • Cedar Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 19 quarters.
  • Cedar Wealth Management's Schwab US Aggregate Bond ETF position peaked at $7.53M in Q1 2023.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

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