Cedar Brook Financial Partners’s Schwab US Large- Cap ETF SCHX 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 | $4.7M | Sell |
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|
2023
Q4 | $4.36M | Buy |
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|
2023
Q3 | $3.76M | Sell |
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|
2023
Q2 | $7.95M | Buy |
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|
2023
Q1 | $7.34M | Buy |
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|
2022
Q4 | $3.24M | Buy |
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|
2022
Q3 | $2.88M | Sell |
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|
2022
Q2 | $3.06M | Buy |
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|
2022
Q1 | $3.68M | Buy |
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|
2021
Q4 | $2.67M | Buy |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $2.19M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $649K | Sell |
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|
2019
Q4 | $933K | Sell |
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|
2019
Q3 | $1.32M | Buy |
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|
2019
Q2 | $955K | Buy |
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|
2019
Q1 | $648K | Sell |
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|
2018
Q4 | $2.14M | Buy |
|