Cedar Wealth Management, LLC Schwab Fundamental Intl Small Transaction History

Cedar Wealth Management, LLC

$290 Million
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$27.57 - $30.61 $1,847 - $2,050	-67 Closed	0 $0
Q2 2020 Aug 04, 2020	SELL	$22.23 - $29.49 $454,692 - $603,188	-20,454 Reduced 99.67%	67 $2,000
Q1 2020 May 01, 2020	BUY	$20.56 - $33.46 $34,705 - $56,480	1,688 Added 8.96%	20,521 $482,000
Q4 2019 Jan 29, 2020	BUY	$30.12 - $33.25 $251,773 - $277,936	8,359 Added 79.81%	18,833 $626,000
Q3 2019 Oct 24, 2019	BUY	$30.43 - $31.22 $114,934 - $117,917	3,777 Added 56.4%	10,474 $322,000
Q2 2019 Jul 24, 2019	BUY	N/A	2,373 Added 54.88%	6,697 $209,000
Q1 2019 Apr 25, 2019	BUY	N/A	4,141 Added 2262.84%	4,324 $134,000
Q4 2018 Jan 23, 2019	BUY	N/A	152 Added 490.32%	183 $5,000
Q3 2018 Nov 06, 2018	BUY	N/A	31 New	31 $1,000

Others Institutions Holding FNDC

# of Institutions

291

Shares Held

41.3M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.1M
Shares

$1.33 Billion
0.23% of portfolio
Victory Capital Management Inc

1M
Shares

$44.3 Million
0.03% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

581K
Shares

$25.7 Million
1.1% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

579K
Shares

$25.6 Million
0.87% of portfolio
Kelman Lazarov, Inc. Memphis, TN

476K
Shares

$21 Million
3.48% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

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