Cedar Brook Financial Partners’s Schwab U.S Small- Cap ETF SCHA 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 | $2.47M | Buy |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $1.97M | Buy |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q4 | $315K | Sell |
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|
2019
Q3 | $432K | Buy |
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|
2019
Q2 | $309K | Buy |
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|
2019
Q1 | $222K | Sell |
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|
2018
Q4 | $513K | Buy |
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