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Cedar Wealth Management, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cedar Wealth Management, LLC on SCHD, newest first. How the timeline and the estimate are built.

Cedar Wealth Management, LLC held 1,435,868 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,435,868 shares
    Change vs previous 13F -1,893 shares

    11.71% of the 13F portfolio, value $45,531,364.

    13F-HR 0001665642-26-000004 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,437,761 shares
    Change vs previous 13F -7,437 shares

    12.84% of the 13F portfolio, value $44,110,498.

    13F-HR 0001665642-26-000003 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,445,198 shares
    Change vs previous 13F -458 shares

    11.86% of the 13F portfolio, value $39,641,773.

    13F-HR 0001665642-26-000001 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,445,656 shares
    Change vs previous 13F +160,249 shares

    12.09% of the 13F portfolio, value $39,466,400.

    13F-HR 0001665642-25-000006 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,285,407 shares
    Change vs previous 13F +18,876 shares

    11.54% of the 13F portfolio, value $34,063,277.

    13F-HR 0001665642-25-000003 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,266,531 shares
    Change vs previous 13F +9,610 shares

    12.6% of the 13F portfolio, value $35,412,198.

    13F-HR 0001665642-25-000002 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,256,921 shares
    Change vs previous 13F +793,489 shares

    12.42% of the 13F portfolio, value $34,339,073.

    13F-HR 0001665642-25-000001 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 463,432 shares
    Change vs previous 13F not available

    12.16% of the 13F portfolio, value $39,173,880.

    13F-HR 0001665642-24-000005 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).