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Cedar Brook Financial Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cedar Brook Financial Partners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-56,445
Closed -$1.53M – 332
2024
Q1 		$1.53M Buy
56,445
+1,353
+2% +$34.5K 0.3% 79
2023
Q4 		$1.36M Buy
55,092
+1,458
+3% +$33.4K 0.3% 83
2023
Q3 		$1.21M Buy
53,634
+3,492
+7% +$82.7K 0.32% 84
2023
Q2 		$1.19M Buy
50,142
+96
+0.2% +$2.16K 0.28% 87
2023
Q1 		$1.13M Buy
50,046
+1,065
+2% +$24.5K 0.29% 88
2022
Q4 		$1.07M Buy
48,981
+1,872
+4% +$41K 0.3% 88
2022
Q3 		$950K Buy
47,109
+12
+0% +$268 0.31% 85
2022
Q2 		$985K Sell
47,097
-1,263
-3% -$29.1K 0.31% 86
2022
Q1 		$1.22M Buy
48,360
+14,412
+42% +$361K 0.32% 77
2021
Q4 		$910K Buy
33,948
+906
+3% +$24.2K 0.23% 105
2021
Q3 		$844K Buy
33,042
+1,566
+5% +$40.9K 0.25% 103
2021
Q2 		$821K Buy
31,476
+23,190
+280% +$599K 0.24% 107
2021
Q1 		$206K Buy
+8,286
New +$201K 0.07% 302
2020
Q1 		– Sell
-10,044
Closed -$201K – 290
2019
Q4 		$201K Sell
10,044
-1,509
-13% -$29.2K 0.09% 277
2019
Q3 		$218K Buy
+11,553
New +$218K 0.1% 267

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 56,445 shares — an estimated $1.53M sold.

Cedar Brook Financial Partners first reported a position in SCHM in Q3 2019 and held it in 15 quarters. The position peaked at $1.53M in Q1 2024. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 56,445 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $1.53M.
  • Cedar Brook Financial Partners first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and held it in 15 quarters.
  • Cedar Brook Financial Partners's Schwab US Mid-Cap ETF position peaked at $1.53M in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

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