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Cedar Wealth Management, LLC

SEC CIK
0001665642
Latest filing
Aug 12, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Cedar Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of SCHW by Cedar Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−10−100.0%Sold outHolders
Q3 202410$648<0.1%00.0%UnchangedHolders
Q2 202410$737<0.1%00.0%UnchangedHolders
Q1 202410$723<0.1%+10NewHolders
Q2 20230$00.0%−4,028−100.0%Sold outHolders
Q1 20234,028$211.0K0.1%+4,028NewHolders
Q4 20220$00.0%−112−100.0%Sold outHolders
Q3 2022112$8.00K<0.1%00.0%UnchangedHolders
Q2 2022112$7.00K<0.1%00.0%UnchangedHolders
Q1 2022112$9.00K<0.1%00.0%UnchangedHolders
Q4 2021112$9.00K<0.1%00.0%UnchangedHolders
Q3 2021112$8.00K<0.1%00.0%UnchangedHolders
Q2 2021112$8.00K<0.1%00.0%UnchangedHolders
Q1 2021112$7.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.