Cedar Brook Financial Partners’s Schwab US Broad Market ETF SCHB 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 | $673K | Buy |
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|
2023
Q4 | $612K | Buy |
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|
2023
Q3 | $546K | Buy |
|
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $466K | Buy |
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|
2022
Q3 | $427K | Sell |
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|
2022
Q2 | $552K | Sell |
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|
2022
Q1 | $771K | Buy |
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|
2021
Q4 | $694K | Buy |
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|
2021
Q3 | $629K | Sell |
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|
2021
Q2 | $631K | Buy |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $280K | Buy |
|