Cedar Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cedar Wealth Management, LLC

  • $307 Million
  • Q2 2024

A detailed history of Cedar Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 16,531 shares of SCHM stock, worth $461,214. This represents 0.42% of its overall portfolio holdings.

Number of Shares
16,531
Previous 14,554 13.58%
Holding current value
$461,214
Previous $1.19 Million 8.52%
% of portfolio
0.42%
Previous 0.39%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$75.69 - $81.19 $149,639 - $160,512
1,977 Added 13.58%
16,531 $1.29 Million
Q1 2024

May 13, 2024
SELL
$72.89 - $81.43 $12,901 - $14,413
-177 Reduced 1.2%
14,554 $1.19 Million
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $3,591 - $4,329
57 Added 0.39%
14,731 $1.11 Million
Q3 2023

Oct 27, 2023
BUY
$66.75 - $73.98 $150,988 - $167,342
2,262 Added 18.22%
14,674 $993,000
Q2 2023

Aug 11, 2023
BUY
$65.29 - $71.03 $46,878 - $50,999
718 Added 6.14%
12,412 $881,000
Q1 2023

May 12, 2023
BUY
$64.24 - $73.9 $751,222 - $864,186
11,694 New
11,694 $793,000

Others Institutions Holding SCHM

# of Institutions
927
Shares Held
95.7M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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