Cedar Brook Financial Partners’s Schwab US Aggregate Bond ETF SCHZ 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 | $6.58M | Buy |
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|
2023
Q4 | $5.05M | Buy |
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|
2023
Q3 | $4.08M | Buy |
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|
2023
Q2 | $3.66M | Buy |
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|
2023
Q1 | $3.55M | Buy |
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|
2022
Q4 | $3.45M | Buy |
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|
2022
Q3 | $3.3M | Buy |
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|
2022
Q2 | $3.37M | Sell |
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|
2022
Q1 | $3.96M | Buy |
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|
2021
Q4 | $2.97M | Buy |
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|
2021
Q3 | $2.76M | Buy |
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|
2021
Q2 | $2.36M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $433K | Buy |
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|
2019
Q4 | $416K | Sell |
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|
2019
Q3 | $641K | Buy |
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|
2019
Q2 | $532K | Buy |
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|
2019
Q1 | $355K | Buy |
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|
2018
Q4 | $265K | Buy |
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