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 $78,207. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,371

Previous 1,318 155.77%

Holding current value

$78,207

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

1,349

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cedar Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Wealth Management, LLC with notifications on news.

Account

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