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Cedar Brook Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Cedar Brook Financial Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-33,066
Closed -$673K – 327
2024
Q1 		$673K Buy
33,066
+30
+0.1% +$581 0.13% 169
2023
Q4 		$612K Buy
33,036
+204
+0.6% +$3.52K 0.14% 163
2023
Q3 		$546K Buy
32,832
+675
+2% +$11.7K 0.14% 158
2023
Q2 		$554K Buy
32,157
+462
+1% +$7.53K 0.13% 164
2023
Q1 		$506K Buy
31,695
+492
+2% +$7.69K 0.13% 181
2022
Q4 		$466K Buy
31,203
+687
+2% +$10.3K 0.13% 186
2022
Q3 		$427K Sell
30,516
-6,939
-19% -$108K 0.14% 184
2022
Q2 		$552K Sell
37,455
-5,847
-14% -$93.8K 0.17% 148
2022
Q1 		$771K Buy
43,302
+6,468
+18% +$114K 0.2% 126
2021
Q4 		$694K Buy
36,834
+516
+1% +$9.49K 0.18% 141
2021
Q3 		$629K Sell
36,318
-18
-0% -$320 0.19% 134
2021
Q2 		$631K Buy
36,336
+17,268
+91% +$292K 0.18% 141
2021
Q1 		$307K Buy
19,068
+630
+3% +$9.93K 0.11% 218
2020
Q4 		$280K Buy
+18,438
New +$263K 0.1% 230

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Cedar Brook Financial Partners's SCHB Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 33,066 shares — an estimated $673K sold.

Cedar Brook Financial Partners first reported a position in SCHB in Q4 2020 and held it in 14 quarters. The position peaked at $771K in Q1 2022. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 33,066 Schwab US Broad Market ETF shares in Q2 2024, an estimated $673K.
  • Cedar Brook Financial Partners first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 14 quarters.
  • Cedar Brook Financial Partners's Schwab US Broad Market ETF position peaked at $771K in Q1 2022.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.