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 3,371 shares of SCHX stock, worth $78,881. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,371

Previous 1,318 155.77%

Holding current value

$78,881

Previous $84,000 171.43%

% of portfolio

0.07%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$61.11 - $67.85 $125,458 - $139,296	2,053 Added 155.77%	3,371 $228,000
Q2 2024 Aug 12, 2024	BUY	$58.7 - $64.78 $13,677 - $15,093	233 Added 21.47%	1,318 $84,000
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $2,992 - $3,352	-54 Reduced 4.74%	1,085 $67,000
Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $40,327 - $47,091	-832 Reduced 42.21%	1,139 $64,000
Q3 2023 Oct 27, 2023	BUY	$50.36 - $54.21 $1,007 - $1,084	20 Added 1.03%	1,971 $99,000
Q2 2023 Aug 11, 2023	SELL	$47.67 - $52.37 $28,745 - $31,579	-603 Reduced 23.61%	1,951 $102,000
Q1 2023 May 12, 2023	SELL	$44.78 - $49.41 $4,433 - $4,891	-99 Reduced 3.73%	2,554 $123,000
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $19,773 - $22,538	468 Added 21.42%	2,653 $119,000
Q3 2022 Nov 10, 2022	BUY	$42.35 - $51.01 $70,936 - $85,441	1,675 Added 328.43%	2,185 $93,000
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $12,625 - $14,603	255 Added 100.0%	510 $27,000
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $1,288 - $1,373	25 Added 10.87%	255 $27,000
Q1 2021 May 11, 2021	BUY	$44.9 - $48.34 $1,347 - $1,450	30 Added 15.0%	230 $22,000
Q4 2020 Feb 11, 2021	BUY	$39.35 - $45.48 $5,902 - $6,821	150 Added 300.0%	200 $18,000
Q2 2020 Aug 04, 2020	BUY	$29.25 - $38.76 $1,462 - $1,938	50 New	50 $4,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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