Cedar Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Cedar Wealth Management, LLC

$290 Million
Q2 2025

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$47.93 - $49.06 $259,157 - $265,267	5,407 Added 13.92%	44,242 $2.17 Million
Q2 2024 Aug 12, 2024	SELL	$47.75 - $48.13 $278,955 - $281,175	-5,842 Reduced 13.08%	38,835 $1.87 Million
Q1 2024 May 13, 2024	BUY	$48.05 - $48.63 $63,762 - $64,532	1,327 Added 3.06%	44,677 $2.15 Million
Q4 2023 Feb 13, 2024	SELL	$47.66 - $48.45 $572,539 - $582,029	-12,013 Reduced 21.7%	43,350 $2.1 Million
Q3 2023 Oct 27, 2023	SELL	$47.78 - $48.2 $1.2 Million - $1.21 Million	-25,020 Reduced 31.13%	55,363 $2.65 Million
Q2 2023 Aug 11, 2023	SELL	$48.06 - $48.89 $1.16 Million - $1.18 Million	-24,208 Reduced 23.15%	80,383 $3.86 Million
Q1 2023 May 12, 2023	SELL	$47.8 - $49.0 $1.51 Million - $1.55 Million	-31,678 Reduced 23.25%	104,591 $5.1 Million
Q4 2022 Feb 14, 2023	BUY	$47.89 - $48.47 $6.53 Million - $6.6 Million	136,269 New	136,269 $6.57 Million
Q2 2022 Aug 11, 2022	SELL	$48.73 - $49.59 $49,168 - $50,036	-1,009 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$49.47 - $50.82 $201,441 - $206,939	-4,072 Reduced 80.14%	1,009 $50,000
Q4 2021 Feb 11, 2022	BUY	$50.83 - $51.21 $92,764 - $93,458	1,825 Added 56.05%	5,081 $258,000
Q3 2021 Nov 12, 2021	BUY	$51.18 - $51.3 $11,720 - $11,747	229 Added 7.57%	3,256 $167,000
Q2 2021 Aug 09, 2021	BUY	$51.19 - $51.33 $87,330 - $87,568	1,706 Added 129.14%	3,027 $155,000
Q1 2021 May 11, 2021	BUY	$51.27 - $51.41 $19,431 - $19,484	379 Added 40.23%	1,321 $68,000
Q2 2020 Aug 04, 2020	SELL	$51.53 - $51.71 $721 - $723	-14 Reduced 1.46%	942 $49,000
Q1 2020 May 01, 2020	BUY	$50.48 - $51.73 $12,973 - $13,294	257 Added 36.77%	956 $49,000
Q4 2019 Jan 29, 2020	SELL	$50.38 - $50.71 $107,460 - $108,164	-2,133 Reduced 75.32%	699 $35,000
Q3 2019 Oct 24, 2019	BUY	$50.39 - $50.59 $92,163 - $92,529	1,829 Added 182.35%	2,832 $143,000
Q2 2019 Jul 24, 2019	BUY	N/A	166 Added 19.83%	1,003 $51,000
Q1 2019 Apr 25, 2019	BUY	N/A	837 New	837 $42,000

Others Institutions Holding SCHO

# of Institutions

710

Shares Held

319M

Call Options Held

98.6K

Put Options Held

70.3K

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