Cedar Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cedar Wealth Management, LLC

$303 Million
Q1 2024

A detailed history of Cedar Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 14,554 shares of SCHM stock, worth $1.13 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

14,554

Previous 14,731 1.2%

Holding current value

$1.13 Million

Previous $1.11 Million 6.85%

% of portfolio

0.39%

Previous 0.41%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$72.89 - $81.43 $12,901 - $14,413	-177 Reduced 1.2%	14,554 $1.19 Million
Q4 2023 Feb 13, 2024	BUY	$63.01 - $75.95 $3,591 - $4,329	57 Added 0.39%	14,731 $1.11 Million
Q3 2023 Oct 27, 2023	BUY	$66.75 - $73.98 $150,988 - $167,342	2,262 Added 18.22%	14,674 $993,000
Q2 2023 Aug 11, 2023	BUY	$65.29 - $71.03 $46,878 - $50,999	718 Added 6.14%	12,412 $881,000
Q1 2023 May 12, 2023	BUY	$64.24 - $73.9 $751,222 - $864,186	11,694 New	11,694 $793,000

Others Institutions Holding SCHM

# of Institutions

902

Shares Held

96M

Call Options Held

Put Options Held

600

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Cedar Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History