Cedar Brook Financial Partners’s Schwab US Large-Cap Growth ETF SCHG 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 | $749K | Buy |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $590K | Sell |
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|
2023
Q2 | $2.33M | Buy |
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|
2023
Q1 | $2.02M | Buy |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $478K | Sell |
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|
2022
Q2 | $545K | Sell |
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|
2022
Q1 | $788K | Sell |
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|
2021
Q4 | $871K | Buy |
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|
2021
Q3 | $480K | Sell |
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|
2021
Q2 | $738K | Sell |
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|
2021
Q1 | $665K | Buy |
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|
2020
Q4 | $456K | Buy |
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|
2020
Q3 | $393K | Buy |
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|
2020
Q2 | $314K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $321K | Sell |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $717K | Buy |
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|
2019
Q1 | $422K | Buy |
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