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Cedar Brook Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cedar Brook Financial Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-227,331
Closed -$4.7M – 337
2024
Q1 		$4.7M Sell
227,331
-4,557
-2% -$89.7K 0.93% 21
2023
Q4 		$4.36M Buy
231,888
+8,847
+4% +$155K 0.97% 18
2023
Q3 		$3.76M Sell
223,041
-232,275
-51% -$4.07M 0.98% 22
2023
Q2 		$7.95M Buy
455,316
+90
+0% +$1.49K 1.89% 6
2023
Q1 		$7.34M Buy
455,226
+239,778
+111% +$3.77M 1.88% 6
2022
Q4 		$3.24M Buy
215,448
+11,376
+6% +$172K 0.91% 21
2022
Q3 		$2.88M Sell
204,072
-1,206
-0.6% -$18.9K 0.93% 21
2022
Q2 		$3.06M Buy
205,278
+66
+0% +$1.07K 0.96% 22
2022
Q1 		$3.68M Buy
205,212
+64,356
+46% +$1.14M 0.96% 21
2021
Q4 		$2.67M Buy
140,856
+2,706
+2% +$50K 0.68% 33
2021
Q3 		$2.4M Buy
138,150
+11,502
+9% +$205K 0.72% 32
2021
Q2 		$2.19M Buy
+126,648
New +$2.14M 0.63% 33
2020
Q2 		– Sell
-63,534
Closed -$649K – 291
2020
Q1 		$649K Sell
63,534
-9,366
-13% -$114K 0.36% 81
2019
Q4 		$933K Sell
72,900
-38,610
-35% -$473K 0.4% 70
2019
Q3 		$1.32M Buy
111,510
+29,916
+37% +$353K 0.58% 39
2019
Q2 		$955K Buy
81,594
+24,120
+42% +$277K 0.44% 67
2019
Q1 		$648K Sell
57,474
-157,968
-73% -$1.71M 0.32% 96
2018
Q4 		$2.14M Buy
+215,442
New +$2.31M 1.3% 10

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 227,331 shares — an estimated $4.7M sold.

Cedar Brook Financial Partners first reported a position in SCHX in Q4 2018 and held it in 18 quarters. The position peaked at $7.95M in Q2 2023. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 227,331 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $4.7M.
  • Cedar Brook Financial Partners first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 18 quarters.
  • Cedar Brook Financial Partners's Schwab US Large- Cap ETF position peaked at $7.95M in Q2 2023.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

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