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
Others Institutions Holding SCHM
# of Institutions
927Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$592 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.6 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.7 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.2 Million2.77% of portfolio