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Schwab Strategic Tr us dividend eq shares owned by Cedar Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Cedar Wealth Management from 13F filings

Historical chart of Cedar Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Cedar Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Cedar Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $39M 463k 84.53
2024-06-30 $36M 463k 77.76
2024-03-31 $36M 452k 80.63
2023-09-30 $29M 413k 70.76
2023-06-30 $29M 400k 72.62
2023-03-31 $28M 377k 73.16
2022-12-31 $22M 287k 75.54
2022-09-30 $7.8M 118k 66.43
2022-06-30 $4.9M 68k 71.62
2022-03-31 $5.6M 71k 78.88
2021-12-31 $5.9M 73k 80.83
2021-09-30 $5.4M 73k 74.25
2021-06-30 $5.5M 73k 75.61
2021-03-31 $5.6M 76k 72.92
2020-12-31 $4.9M 76k 64.14
2020-09-30 $4.2M 75k 55.30
2020-06-30 $4.0M 77k 51.75
2020-03-31 $2.7M 61k 44.97
2019-12-31 $1.4M 24k 57.93
2019-09-30 $571k 10k 54.74
2019-06-30 $554k 10k 53.11
2019-03-31 $545k 10k 52.25
2018-12-31 $483k 10k 47.01
2018-09-30 $465k 8.8k 53.00
2018-06-30 $432k 8.8k 49.24
2018-03-31 $381k 7.8k 49.01
2017-12-31 $297k 5.8k 51.13
2017-09-30 $272k 5.8k 46.82
2017-06-30 $262k 5.8k 45.10
2017-03-31 $260k 5.8k 44.55
2016-12-31 $254k 5.8k 43.52
2016-09-30 $247k 5.8k 42.32
2016-06-30 $241k 5.8k 41.49
2016-03-31 $233k 5.8k 40.11

More positions owned by Cedar Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
Vanguard World Esg Us Stk Etf (ESGV)
Philip Morris International (PM)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Altria (MO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Mondelez Intl Cl A (MDLZ)
Amazon (AMZN)

View all positions for Cedar Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq