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

Cedar Wealth Management, LLC

$322 Million
Q3 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 17,612 shares of SCHM stock, worth $494,721. This represents 0.45% of its overall portfolio holdings.

Number of Shares

17,612

Previous 16,531 6.54%

Holding current value

$494,721

Previous $1.29 Million 13.76%

% of portfolio

0.45%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$75.47 - $83.18 $81,583 - $89,917	1,081 Added 6.54%	17,612 $1.46 Million
Q2 2024 Aug 12, 2024	BUY	$75.69 - $81.19 $149,639 - $160,512	1,977 Added 13.58%	16,531 $1.29 Million
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

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

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