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

Cedar Wealth Management, LLC

$322 Million
Q3 2024

A detailed history of Cedar Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 35,128 shares of SCHV stock, worth $921,407. This represents 0.88% of its overall portfolio holdings.

Number of Shares

35,128

Previous 34,692 1.26%

Holding current value

$921,407

Previous $2.57 Million 9.89%

% of portfolio

0.88%

Previous 0.84%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$73.43 - $80.37 $32,015 - $35,041	436 Added 1.26%	35,128 $2.82 Million
Q2 2024 Aug 12, 2024	BUY	$71.74 - $75.86 $601,396 - $635,934	8,383 Added 31.86%	34,692 $2.57 Million
Q1 2024 May 13, 2024	BUY	$68.82 - $75.98 $18,787 - $20,742	273 Added 1.05%	26,309 $2 Million
Q4 2023 Feb 13, 2024	SELL	$61.16 - $70.24 $16,207 - $18,613	-265 Reduced 1.01%	26,036 $1.83 Million
Q3 2023 Oct 27, 2023	BUY	$64.45 - $69.39 $206,304 - $222,117	3,201 Added 13.86%	26,301 $1.7 Million
Q2 2023 Aug 11, 2023	BUY	$63.33 - $67.21 $66,686 - $70,772	1,053 Added 4.78%	23,100 $1.55 Million
Q1 2023 May 12, 2023	BUY	$62.59 - $69.3 $193,590 - $214,344	3,093 Added 16.32%	22,047 $1.45 Million
Q4 2022 Feb 14, 2023	BUY	$59.13 - $69.24 $263,601 - $308,671	4,458 Added 30.75%	18,954 $1.25 Million
Q3 2022 Nov 10, 2022	BUY	$58.51 - $69.02 $145,338 - $171,445	2,484 Added 20.68%	14,496 $848,000
Q2 2022 Aug 11, 2022	SELL	$60.93 - $72.3 $104,190 - $123,633	-1,710 Reduced 12.46%	12,012 $750,000
Q1 2022 May 12, 2022	SELL	$67.71 - $74.19 $423,932 - $464,503	-6,261 Reduced 31.33%	13,722 $980,000
Q4 2021 Feb 11, 2022	SELL	$67.9 - $73.3 $55,338 - $59,739	-815 Reduced 3.92%	19,983 $1.46 Million
Q3 2021 Nov 12, 2021	BUY	$66.91 - $71.05 $86,782 - $92,151	1,297 Added 6.65%	20,798 $1.4 Million
Q2 2021 Aug 09, 2021	BUY	$65.81 - $69.75 $43,632 - $46,244	663 Added 3.52%	19,501 $1.33 Million
Q1 2021 May 11, 2021	BUY	$58.71 - $65.66 $47,261 - $52,856	805 Added 4.46%	18,838 $1.23 Million
Q4 2020 Feb 11, 2021	BUY	$50.83 - $59.53 $101,151 - $118,464	1,990 Added 12.4%	18,033 $1.07 Million
Q3 2020 Nov 12, 2020	SELL	$49.44 - $54.86 $19,677 - $21,834	-398 Reduced 2.42%	16,043 $837,000
Q2 2020 Aug 04, 2020	BUY	$42.21 - $55.29 $693,974 - $909,022	16,441 New	16,441 $824,000

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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