Cedar Brook Financial Partners’s Schwab International Equity ETF SCHF Stock Holding History

Cedar Brook Financial Partners’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-17,778	Closed	-$230K	–	290
2020 Q1	$230K	Buy	17,778 +2,118	+14%	+$32.6K	0.13%	204
2019 Q4	$263K	Sell	15,660 -8,300	-35%	-$137K	0.11%	227
2019 Q3	$382K	Buy	23,960 +6,648	+38%	+$105K	0.17%	177
2019 Q2	$278K	Buy	17,312 +4,018	+30%	+$63.6K	0.13%	220
2019 Q1	$208K	Sell	13,294 -64,864	-83%	-$989K	0.1%	268
2018 Q4	$1.11M	Buy	+78,158	New	+$1.2M	0.67%	37

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cedar Brook Financial Partners's SCHF Position: Q2 2020 in Review

Cedar Brook Financial Partners sold out of Schwab International Equity ETF (SCHF) in Q2 2020, closing a stake of 17,778 shares — an estimated $230K sold.

Cedar Brook Financial Partners first reported a position in SCHF in Q4 2018 and held it in 6 quarters. The position peaked at $1.11M in Q4 2018. 715 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

Cedar Brook Financial Partners reported no remaining Schwab International Equity ETF position as of Q2 2020 after selling out during the quarter.
Cedar Brook Financial Partners sold 17,778 Schwab International Equity ETF shares in Q2 2020, an estimated $230K.
Cedar Brook Financial Partners first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 6 quarters.
Cedar Brook Financial Partners's Schwab International Equity ETF position peaked at $1.11M in Q4 2018.
715 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2020, filed 5 Aug 2020.