Cedar Wealth Management, LLC SCHD Holdings History
Cedar Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Cedar Wealth Management, LLC held 1.27 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $35.41 Mil. This investment constitutes 12.6% of their stock portfolio, and Cedar Wealth Management, LLC now holds 0.05% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then Cedar Wealth Management, LLC has made 19 purchases of SCHD, at an average price of $41.75, for a total of 1.41 Mil shares. In addition, there have been 6 sales at an average price of $31.59 for 143,460.00 shares. Based on historical transaction data and SCHD's current price of $27.14, Cedar Wealth Management, LLC's estimated gain on his SCHD holdings is $-19.96 Mil, reflecting a -33.91% gain to date.
Cedar Wealth Management, LLC SCHD ($27.14) Holding Chart
Cedar Wealth Management, LLC SCHD ($27.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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