Cedar Brook Financial Partners’s Schwab US Mid-Cap ETF SCHM 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 | $1.53M | Buy |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $950K | Buy |
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|
2022
Q2 | $985K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $910K | Buy |
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|
2021
Q3 | $844K | Buy |
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|
2021
Q2 | $821K | Buy |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Sell |
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|
2019
Q3 | $218K | Buy |
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