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 1,318 shares of SCHX stock, worth $30,248. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,318
Previous 1,085 21.47%
Holding current value
$30,248
Previous $67,000 25.37%
% of portfolio
0.03%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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