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Cedar Brook Financial Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cedar Brook Financial Partners’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-25,142
Closed -$635K – 329
2024
Q1 		$635K Sell
25,142
-382
-1% -$9.39K 0.13% 173
2023
Q4 		$618K Buy
25,524
+2,516
+11% +$60.5K 0.14% 159
2023
Q3 		$551K Sell
23,008
-4,027
-15% -$99.7K 0.14% 156
2023
Q2 		$666K Buy
27,035
+525
+2% +$12.8K 0.16% 143
2023
Q1 		$650K Buy
26,510
+3,030
+13% +$75.1K 0.17% 143
2022
Q4 		$556K Sell
23,480
-7,489
-24% -$174K 0.16% 155
2022
Q3 		$694K Buy
30,969
+3,764
+14% +$93K 0.22% 118
2022
Q2 		$690K Buy
27,205
+355
+1% +$9.28K 0.22% 119
2022
Q1 		$746K Buy
26,850
+1,759
+7% +$50.9K 0.19% 136
2021
Q4 		$743K Sell
25,091
-2,965
-11% -$90.6K 0.19% 129
2021
Q3 		$855K Buy
28,056
+4,467
+19% +$140K 0.26% 100
2021
Q2 		$776K Buy
23,589
+5,422
+30% +$176K 0.22% 111
2021
Q1 		$577K Buy
18,167
+37
+0.2% +$1.21K 0.2% 122
2020
Q4 		$556K Buy
18,130
+3,557
+24% +$103K 0.2% 125
2020
Q3 		$390K Buy
14,573
+6,116
+72% +$163K 0.15% 170
2020
Q2 		$206K Sell
8,457
-1,267
-13% -$28.8K 0.09% 257
2020
Q1 		$201K Buy
9,724
+206
+2% +$5.15K 0.11% 228
2019
Q4 		$261K Sell
9,518
-3,738
-28% -$98.5K 0.11% 231
2019
Q3 		$333K Buy
13,256
+4,183
+46% +$106K 0.15% 193
2019
Q2 		$238K Buy
+9,073
New +$235K 0.11% 249

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2024, closing a stake of 25,142 shares — an estimated $635K sold.

Cedar Brook Financial Partners first reported a position in SCHE in Q2 2019 and held it in 20 quarters. The position peaked at $855K in Q3 2021. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 25,142 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $635K.
  • Cedar Brook Financial Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2019 and held it in 20 quarters.
  • Cedar Brook Financial Partners's Schwab Emerging Markets Equity ETF position peaked at $855K in Q3 2021.
  • 721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

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