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Cedar Brook Financial Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Cedar Brook Financial Partners’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-193,916
Closed -$4.91M – 331
2024
Q1 		$4.91M Buy
193,916
+3,322
+2% +$80K 0.97% 19
2023
Q4 		$4.39M Sell
190,594
-302
-0.2% -$6.49K 0.98% 17
2023
Q3 		$3.94M Buy
190,896
+2,536
+1% +$54.5K 1.03% 18
2023
Q2 		$4.03M Buy
188,360
+550
+0.3% +$11.1K 0.96% 18
2023
Q1 		$3.71M Buy
187,810
+1,838
+1% +$35.5K 0.95% 18
2022
Q4 		$3.43M Sell
185,972
-33,136
-15% -$616K 0.97% 17
2022
Q3 		$3.79M Buy
219,108
+17,086
+8% +$329K 1.22% 13
2022
Q2 		$3.68M Buy
202,022
+9,330
+5% +$185K 1.15% 15
2022
Q1 		$4.24M Buy
192,692
+9,982
+5% +$217K 1.1% 15
2021
Q4 		$4.25M Buy
182,710
+56,800
+45% +$1.29M 1.09% 18
2021
Q3 		$2.68M Sell
125,910
-23,396
-16% -$512K 0.81% 25
2021
Q2 		$3.19M Buy
149,306
+36,906
+33% +$766K 0.92% 19
2021
Q1 		$2.21M Buy
112,400
+27,376
+32% +$528K 0.77% 28
2020
Q4 		$1.59M Buy
85,024
+5,372
+7% +$94.6K 0.56% 38
2020
Q3 		$1.31M Buy
79,652
+1,128
+1% +$18.4K 0.52% 45
2020
Q2 		$1.19M Sell
78,524
-34,748
-31% -$498K 0.53% 45
2020
Q1 		$1.42M Buy
113,272
+61,298
+118% +$917K 0.79% 24
2019
Q4 		$820K Buy
51,974
+29,854
+135% +$451K 0.35% 81
2019
Q3 		$323K Buy
+22,120
New +$322K 0.14% 196

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Schwab 1000 Index ETF (SCHK) in Q2 2024, closing a stake of 193,916 shares — an estimated $4.91M sold.

Cedar Brook Financial Partners first reported a position in SCHK in Q3 2019 and held it in 19 quarters. The position peaked at $4.91M in Q1 2024. 161 funds tracked by Wall St. Rank hold SCHK as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Schwab 1000 Index ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 193,916 Schwab 1000 Index ETF shares in Q2 2024, an estimated $4.91M.
  • Cedar Brook Financial Partners first reported a position in Schwab 1000 Index ETF in Q3 2019 and held it in 19 quarters.
  • Cedar Brook Financial Partners's Schwab 1000 Index ETF position peaked at $4.91M in Q1 2024.
  • 161 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2024.

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