Cedar Brook Financial Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $805K | Buy |
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|
2023
Q4 | $590K | Buy |
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|
2023
Q3 | $535K | Buy |
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|
2023
Q2 | $500K | Buy |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $819K | Buy |
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|
2021
Q4 | $706K | Buy |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $583K | Buy |
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|
2021
Q1 | $546K | Buy |
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|
2020
Q4 | $475K | Buy |
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|
2020
Q3 | $395K | Buy |
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|
2020
Q2 | $334K | Buy |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $260K | Buy |
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