Cedar Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History

Cedar Wealth Management, LLC

$322 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$31.13 - $37.19 $194,842 - $232,772	-6,259 Reduced 87.43%	900 $28,000
Q1 2022 May 12, 2022	SELL	$33.67 - $39.47 $223,804 - $262,357	-6,647 Reduced 48.15%	7,159 $263,000
Q4 2021 Feb 11, 2022	SELL	$37.77 - $40.6 $49,969 - $53,713	-1,323 Reduced 8.74%	13,806 $537,000
Q3 2021 Nov 12, 2021	SELL	$38.35 - $40.79 $3,144 - $3,344	-82 Reduced 0.54%	15,129 $585,000
Q2 2021 Aug 09, 2021	SELL	$38.15 - $40.84 $103,005 - $110,268	-2,700 Reduced 15.07%	15,211 $600,000
Q1 2021 May 11, 2021	SELL	$35.74 - $38.15 $21,444 - $22,890	-600 Reduced 3.24%	17,911 $674,000
Q4 2020 Feb 11, 2021	BUY	$30.32 - $36.26 $11,460 - $13,706	378 Added 2.08%	18,511 $667,000
Q3 2020 Nov 12, 2020	SELL	$29.85 - $32.42 $18,835 - $20,457	-631 Reduced 3.36%	18,133 $569,000
Q2 2020 Aug 04, 2020	SELL	$24.62 - $31.42 $26,466 - $33,776	-1,075 Reduced 5.42%	18,764 $558,000
Q1 2020 May 01, 2020	BUY	$22.3 - $34.12 $30,528 - $46,710	1,369 Added 7.41%	19,839 $513,000
Q4 2019 Jan 29, 2020	BUY	$30.95 - $33.72 $258,803 - $281,966	8,362 Added 82.73%	18,470 $621,000
Q3 2019 Oct 24, 2019	BUY	$31.56 - $32.18 $113,868 - $116,105	3,608 Added 55.51%	10,108 $322,000
Q2 2019 Jul 24, 2019	BUY	N/A	1,987 Added 44.03%	6,500 $209,000
Q1 2019 Apr 25, 2019	BUY	N/A	3,783 Added 518.22%	4,513 $141,000
Q4 2018 Jan 23, 2019	BUY	N/A	153 Added 26.52%	730 $21,000
Q3 2018 Nov 06, 2018	BUY	N/A	577 New	577 $19,000

Others Institutions Holding SCHF

# of Institutions

1,270

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.98 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.6 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.56 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.38 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$977 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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