Cedar Brook Financial Partners’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $4.91M | Buy |
|
|||||
|
2023
Q4 | $4.39M | Sell |
|
|||||
|
2023
Q3 | $3.94M | Buy |
|
|||||
|
2023
Q2 | $4.03M | Buy |
|
|||||
|
2023
Q1 | $3.71M | Buy |
|
|||||
|
2022
Q4 | $3.43M | Sell |
|
|||||
|
2022
Q3 | $3.79M | Buy |
|
|||||
|
2022
Q2 | $3.68M | Buy |
|
|||||
|
2022
Q1 | $4.24M | Buy |
|
|||||
|
2021
Q4 | $4.25M | Buy |
|
|||||
|
2021
Q3 | $2.68M | Sell |
|
|||||
|
2021
Q2 | $3.19M | Buy |
|
|||||
|
2021
Q1 | $2.21M | Buy |
|
|||||
|
2020
Q4 | $1.59M | Buy |
|
|||||
|
2020
Q3 | $1.31M | Buy |
|
|||||
|
2020
Q2 | $1.19M | Sell |
|
|||||
|
2020
Q1 | $1.42M | Buy |
|
|||||
|
2019
Q4 | $820K | Buy |
|
|||||
|
2019
Q3 | $323K | Buy |
|