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 34,692 shares of SCHV stock, worth $926,970. This represents 0.84% of its overall portfolio holdings.

Number of Shares
34,692
Previous 26,309 31.86%
Holding current value
$926,970
Previous $2 Million 28.58%
% of portfolio
0.84%
Previous 0.66%

Shares

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

Aug 12, 2024

BUY
$71.74 - $75.86 $601,396 - $635,934
8,383 Added 31.86%
34,692 $2.57 Million
Q1 2024

May 13, 2024

BUY
$68.82 - $75.98 $18,787 - $20,742
273 Added 1.05%
26,309 $2 Million
Q4 2023

Feb 13, 2024

SELL
$61.16 - $70.24 $16,207 - $18,613
-265 Reduced 1.01%
26,036 $1.83 Million
Q3 2023

Oct 27, 2023

BUY
$64.45 - $69.39 $206,304 - $222,117
3,201 Added 13.86%
26,301 $1.7 Million
Q2 2023

Aug 11, 2023

BUY
$63.33 - $67.21 $66,686 - $70,772
1,053 Added 4.78%
23,100 $1.55 Million
Q1 2023

May 12, 2023

BUY
$62.59 - $69.3 $193,590 - $214,344
3,093 Added 16.32%
22,047 $1.45 Million
Q4 2022

Feb 14, 2023

BUY
$59.13 - $69.24 $263,601 - $308,671
4,458 Added 30.75%
18,954 $1.25 Million
Q3 2022

Nov 10, 2022

BUY
$58.51 - $69.02 $145,338 - $171,445
2,484 Added 20.68%
14,496 $848,000
Q2 2022

Aug 11, 2022

SELL
$60.93 - $72.3 $104,190 - $123,633
-1,710 Reduced 12.46%
12,012 $750,000
Q1 2022

May 12, 2022

SELL
$67.71 - $74.19 $423,932 - $464,503
-6,261 Reduced 31.33%
13,722 $980,000
Q4 2021

Feb 11, 2022

SELL
$67.9 - $73.3 $55,338 - $59,739
-815 Reduced 3.92%
19,983 $1.46 Million
Q3 2021

Nov 12, 2021

BUY
$66.91 - $71.05 $86,782 - $92,151
1,297 Added 6.65%
20,798 $1.4 Million
Q2 2021

Aug 09, 2021

BUY
$65.81 - $69.75 $43,632 - $46,244
663 Added 3.52%
19,501 $1.33 Million
Q1 2021

May 11, 2021

BUY
$58.71 - $65.66 $47,261 - $52,856
805 Added 4.46%
18,838 $1.23 Million
Q4 2020

Feb 11, 2021

BUY
$50.83 - $59.53 $101,151 - $118,464
1,990 Added 12.4%
18,033 $1.07 Million
Q3 2020

Nov 12, 2020

SELL
$49.44 - $54.86 $19,677 - $21,834
-398 Reduced 2.42%
16,043 $837,000
Q2 2020

Aug 04, 2020

BUY
$42.21 - $55.29 $693,974 - $909,022
16,441 New
16,441 $824,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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