Cedar Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Cedar Wealth Management, LLC
- $303 Million
- Q1 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 1,085 shares of SCHX stock, worth $69,711. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,085
Previous 1,139
4.74%
Holding current value
$69,711
Previous $64,000
4.69%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,257Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.27 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.24 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.82 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$816 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$676 Million24.51% of portfolio