Cedar Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Cedar Wealth Management, LLC
- $307 Million
- Q2 2024
A detailed history of Cedar Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 28,171 shares of SCHA stock, worth $729,065. This represents 0.43% of its overall portfolio holdings.
Number of Shares
28,171
Previous 55,096
48.87%
Holding current value
$729,065
Previous $2.71 Million
50.74%
% of portfolio
0.43%
Previous 0.9%
Shares
24 transactions
Others Institutions Holding SCHA
# of Institutions
1,128Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.25 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$572 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$309 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$272 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$190 Million0.51% of portfolio