Cedar Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History

Cedar Wealth Management, LLC

$290 Million
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$64.17 - $70.37 $128 - $140	2 New	2 $0
Q3 2023 Oct 27, 2023	BUY	$54.9 - $58.95 $823 - $884	15 New	15 $0
Q3 2022 Nov 10, 2022	BUY	$47.13 - $56.11 $51,041 - $60,767	1,083 Added 148.36%	1,813 $85,000
Q2 2022 Aug 11, 2022	SELL	$49.26 - $58.47 $18,571 - $22,043	-377 Reduced 34.06%	730 $37,000
Q1 2022 May 12, 2022	SELL	$54.81 - $59.23 $19,019 - $20,552	-347 Reduced 23.87%	1,107 $64,000
Q2 2021 Aug 09, 2021	SELL	$51.84 - $55.77 $46,759 - $50,304	-902 Reduced 38.29%	1,454 $79,000
Q2 2020 Aug 04, 2020	SELL	$29.23 - $39.53 $203,879 - $275,721	-6,975 Reduced 74.75%	2,356 $85,000
Q1 2020 May 01, 2020	BUY	$26.6 - $43.02 $248,204 - $401,419	9,331 New	9,331 $286,000

Others Institutions Holding FNDB

# of Institutions

168

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.42M
Shares

$36.2 Million
7.01% of portfolio
Callan Capital, LLC La Jolla, CA

1.34M
Shares

$34 Million
2.28% of portfolio
Alpha Core Capital LLC La Jolla, CA

1.29M
Shares

$32.9 Million
1.22% of portfolio
Opes Wealth Management LLC Menlo Park, CA

702K
Shares

$17.8 Million
3.04% of portfolio
High Tower Advisors, LLC Chicago, IL

695K
Shares

$17.7 Million
0.02% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

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