Cedar Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Cedar Wealth Management, LLC

  • $303 Million
  • Q1 2024

A detailed history of Cedar Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 451,956 shares of SCHD stock, worth $35.1 Million. This represents 12.03% of its overall portfolio holdings.

Number of Shares
451,956
Previous 420,670 7.44%
Holding current value
$35.1 Million
Previous $32 Million 13.79%
% of portfolio
12.03%
Previous 11.7%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $2.35 Million - $2.52 Million
31,286 Added 7.44%
451,956 $36.4 Million
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $503,957 - $574,918
7,533 Added 1.82%
420,670 $32 Million
Q3 2023

Oct 27, 2023
BUY
$70.63 - $75.66 $917,766 - $983,126
12,994 Added 3.25%
413,137 $29.2 Million
Q2 2023

Aug 11, 2023
BUY
$69.18 - $73.94 $1.59 Million - $1.7 Million
22,924 Added 6.08%
400,143 $29.1 Million
Q1 2023

May 12, 2023
BUY
$70.28 - $78.03 $6.32 Million - $7.02 Million
89,904 Added 31.29%
377,219 $27.6 Million
Q4 2022

Feb 14, 2023
BUY
$73.08 - $79.06 $12.4 Million - $13.4 Million
169,793 Added 144.48%
287,315 $21.7 Million
Q3 2022

Nov 10, 2022
BUY
N/A
49,375 Added 72.45%
117,522 $7.81 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-2,374 Reduced 3.37%
68,147 $4.88 Million
Q1 2022

May 12, 2022
SELL
N/A
-2,735 Reduced 3.73%
70,521 $5.56 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-41 Reduced 0.06%
73,256 $5.92 Million
Q3 2021

Nov 12, 2021
BUY
N/A
533 Added 0.73%
73,297 $5.44 Million
Q2 2021

Aug 09, 2021
SELL
N/A
-3,564 Reduced 4.67%
72,764 $5.5 Million
Q1 2021

May 11, 2021
BUY
N/A
554 Added 0.73%
76,328 $5.57 Million
Q4 2020

Feb 11, 2021
BUY
N/A
353 Added 0.47%
75,774 $4.86 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-1,371 Reduced 1.79%
75,421 $4.17 Million
Q2 2020

Aug 04, 2020
BUY
N/A
15,866 Added 26.04%
76,792 $3.97 Million
Q1 2020

May 01, 2020
BUY
N/A
36,777 Added 152.29%
60,926 $2.74 Million
Q4 2019

Jan 29, 2020
BUY
N/A
13,718 Added 131.51%
24,149 $1.4 Million
Q1 2019

Apr 25, 2019
BUY
N/A
157 Added 1.53%
10,431 $545,000
Q4 2018

Jan 23, 2019
BUY
N/A
1,500 Added 17.1%
10,274 $483,000
Q2 2018

Aug 07, 2018
BUY
N/A
1,000 Added 12.86%
8,774 $432,000
Q1 2018

May 08, 2018
BUY
N/A
1,965 Added 33.83%
7,774 $381,000
Q3 2017

Oct 24, 2017
BUY
N/A
5,809
5,809 $272,000

Others Institutions Holding SCHD

# of Institutions
1,639
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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