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CEDRUS’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CEDRUS’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$617K Buy
+21,894
New +$596K 0.23% 89

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CEDRUS's SCHD Position: Q3 2024 in Review

CEDRUS opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2024: 21,894 shares worth $617K. The stake represents 0.23% of the portfolio and ranks #89 among its holdings.

1,626 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

  • CEDRUS held 21,894 shares of Schwab US Dividend Equity ETF worth $617K as of Q3 2024.
  • Schwab US Dividend Equity ETF was a new CEDRUS position in Q3 2024.
  • Schwab US Dividend Equity ETF made up 0.23% of CEDRUS's portfolio in Q3 2024, its #89 holding.
  • 1,626 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.