CWM
Cedar Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,371
| Closed | -$229K | – | 238 |
|
|
2024
Q3 | $229K | Buy |
3,371
+2,053
| +156% | +$139K | 0.07% | 98 |
|
|
2024
Q2 | $84.7K | Buy |
1,318
+233
| +21% | +$15K | 0.03% | 136 |
|
|
2024
Q1 | $67.3K | Sell |
1,085
-54
| -5% | -$3.35K | 0.02% | 154 |
|
|
2023
Q4 | $64.2K | Sell |
1,139
-832
| -42% | -$46.9K | 0.02% | 143 |
|
|
2023
Q3 | $99.7K | Buy |
1,971
+20
| +1% | +$1.01K | 0.04% | 127 |
|
|
2023
Q2 | $102K | Sell |
1,951
-603
| -24% | -$31.6K | 0.04% | 125 |
|
|
2023
Q1 | $124K | Sell |
2,554
-99
| -4% | -$4.79K | 0.05% | 114 |
|
|
2022
Q4 | $120K | Buy |
2,653
+468
| +21% | +$21.1K | 0.06% | 107 |
|
|
2022
Q3 | $93K | Buy |
2,185
+1,675
| +328% | +$71.3K | 0.05% | 125 |
|
|
2022
Q2 | $23K | Hold |
510
| – | – | 0.01% | 218 |
|
|
2022
Q1 | $27K | Buy |
510
+255
| +100% | +$13.5K | 0.01% | 227 |
|
|
2021
Q4 | $29K | Hold |
255
| – | – | 0.01% | 220 |
|
|
2021
Q3 | $27K | Buy |
255
+25
| +11% | +$2.65K | 0.01% | 188 |
|
|
2021
Q2 | $24K | Hold |
230
| – | – | 0.01% | 199 |
|
|
2021
Q1 | $22K | Buy |
230
+30
| +15% | +$2.87K | 0.01% | 186 |
|
|
2020
Q4 | $18K | Buy |
200
+150
| +300% | +$13.5K | 0.01% | 177 |
|
|
2020
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 204 |
|
|
2020
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 203 |
|