Cedar Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Cedar Wealth Management, LLC

$277 Million
Q1 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$92.63 - $105.69 $58,634 - $66,901	633 Added 6.14%	10,937 $1.14 Million
Q2 2024 Aug 12, 2024	SELL	$87.04 - $101.61 $101,227 - $118,172	-1,163 Reduced 10.14%	10,304 $1.04 Million
Q1 2024 May 13, 2024	BUY	$80.6 - $93.32 $78,585 - $90,987	975 Added 9.29%	11,467 $1.06 Million
Q4 2023 Feb 13, 2024	BUY	$70.08 - $83.37 $47,444 - $56,441	677 Added 6.9%	10,492 $870,000
Q3 2023 Oct 27, 2023	BUY	$71.99 - $78.02 $7,198 - $7,802	100 Added 1.03%	9,815 $713,000
Q4 2022 Feb 14, 2023	SELL	$54.31 - $60.76 $55,667 - $62,279	-1,025 Reduced 9.54%	9,715 $539,000
Q3 2022 Nov 10, 2022	BUY	$55.81 - $69.25 $5,581 - $6,925	100 Added 0.94%	10,740 $599,000
Q2 2022 Aug 11, 2022	SELL	$55.73 - $76.55 $39,011 - $53,585	-700 Reduced 6.17%	10,640 $617,000
Q1 2022 May 12, 2022	BUY	$65.63 - $82.62 $368,840 - $464,324	5,620 Added 98.25%	11,340 $848,000
Q4 2021 Feb 11, 2022	SELL	$73.11 - $83.4 $9,138 - $10,425	-125 Reduced 2.14%	5,720 $937,000
Q2 2021 Aug 09, 2021	BUY	$65.3 - $73.24 $6,203 - $6,957	95 Added 1.65%	5,845 $853,000
Q4 2020 Feb 11, 2021	BUY	$55.95 - $64.38 $5,035 - $5,794	90 Added 1.59%	5,750 $738,000
Q3 2020 Nov 12, 2020	SELL	$51.42 - $61.56 $21,596 - $25,855	-420 Reduced 6.91%	5,660 $652,000
Q2 2020 Aug 04, 2020	BUY	$37.99 - $51.32 $13,296 - $17,962	350 Added 6.11%	6,080 $617,000
Q1 2020 May 01, 2020	BUY	$34.6 - $51.17 $198,258 - $293,204	5,730 New	5,730 $456,000

Others Institutions Holding SCHG

# of Institutions

1,535

Shares Held

752M

Call Options Held

327K

Put Options Held

193K

Envestnet Asset Management Inc

48.3M
Shares

$1.43 Billion
0.4% of portfolio
Mather Group, Llc. Chicago, IL

42.3M
Shares

$1.26 Billion
13.29% of portfolio
Sei Investments CO Oaks, PA

41.2M
Shares

$1.22 Billion
1.38% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$1.13 Billion
2.06% of portfolio
Lpl Financial LLC Fort Mill, SC

24.6M
Shares

$731 Million
0.25% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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