Cedar Brook Financial Partners’s Schwab US Large-Cap Value ETF SCHV 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 | $829K | Buy |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $754K | Buy |
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|
2023
Q2 | $779K | Sell |
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|
2023
Q1 | $838K | Sell |
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|
2022
Q4 | $852K | Buy |
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|
2022
Q3 | $714K | Buy |
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|
2022
Q2 | $757K | Buy |
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|
2022
Q1 | $841K | Buy |
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|
2021
Q4 | $783K | Buy |
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|
2021
Q3 | $661K | Sell |
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|
2021
Q2 | $766K | Buy |
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|
2021
Q1 | $712K | Buy |
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|
2020
Q4 | $448K | Buy |
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|
2020
Q3 | $378K | Sell |
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|
2020
Q2 | $390K | Buy |
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|
2020
Q1 | $337K | Buy |
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|
2019
Q4 | $262K | Sell |
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|
2019
Q3 | $298K | Buy |
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|
2019
Q2 | $207K | Sell |
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|
2019
Q1 | $219K | Buy |
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