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Cedar Brook Financial Partners’s Schwab US REIT ETF SCHH Stock Holding History

Cedar Brook Financial Partners’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,570
Closed -$249K – 319
2019
Q3 		$249K Buy
+10,570
New +$242K 0.11% 228

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Cedar Brook Financial Partners's SCHH Position: Q4 2019 in Review

Cedar Brook Financial Partners sold out of Schwab US REIT ETF (SCHH) in Q4 2019, closing a stake of 10,570 shares — an estimated $249K sold.

Cedar Brook Financial Partners first reported a position in SCHH in Q3 2019 and held it in 1 quarter. The position peaked at $249K in Q3 2019. 428 funds tracked by Wall St. Rank hold SCHH as of Q4 2019.

  • Cedar Brook Financial Partners reported no remaining Schwab US REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 10,570 Schwab US REIT ETF shares in Q4 2019, an estimated $249K.
  • Cedar Brook Financial Partners first reported a position in Schwab US REIT ETF in Q3 2019 and held it in 1 quarter.
  • Cedar Brook Financial Partners's Schwab US REIT ETF position peaked at $249K in Q3 2019.
  • 428 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.