CWM
Cedar Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,612
| Closed | -$1.46M | – | 234 |
|
|
2024
Q3 | $1.46M | Buy |
17,612
+1,081
| +7% | +$89.8K | 0.45% | 33 |
|
|
2024
Q2 | $1.29M | Buy |
16,531
+1,977
| +14% | +$154K | 0.42% | 33 |
|
|
2024
Q1 | $1.19M | Sell |
14,554
-177
| -1% | -$14.4K | 0.39% | 35 |
|
|
2023
Q4 | $1.11M | Buy |
14,731
+57
| +0.4% | +$4.29K | 0.4% | 35 |
|
|
2023
Q3 | $993K | Buy |
14,674
+2,262
| +18% | +$153K | 0.39% | 34 |
|
|
2023
Q2 | $882K | Buy |
12,412
+718
| +6% | +$51K | 0.34% | 38 |
|
|
2023
Q1 | $793K | Buy |
+11,694
| New | +$793K | 0.32% | 42 |
|