Schwab U S Small Cap ETF shares owned by Cedar Brook Financial Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cedar Brook Financial Partners
from 13F filings
Historical chart of Cedar Brook Financial Partners investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Cedar Brook Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Cedar Brook Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.5M | 50k | 49.24 |
2023-12-31 | $2.2M | 49k | 45.79 |
2023-09-30 | $2.0M | 48k | 41.42 |
2023-06-30 | $1.9M | 44k | 43.80 |
2023-03-31 | $1.8M | 44k | 41.93 |
2022-12-31 | $1.7M | 42k | 40.51 |
2022-09-30 | $1.5M | 40k | 37.80 |
2022-06-30 | $1.6M | 41k | 39.00 |
2022-03-31 | $2.0M | 41k | 47.35 |
2021-12-31 | $1.3M | 13k | 102.43 |
2021-09-30 | $1.3M | 13k | 100.12 |
2021-06-30 | $1.2M | 11k | 104.22 |
2020-03-31 | $230k | 4.5k | 51.55 |
2019-12-31 | $315k | 4.2k | 75.52 |
2019-09-30 | $432k | 6.2k | 69.70 |
2019-06-30 | $309k | 4.3k | 71.49 |
2019-03-31 | $222k | 3.2k | 69.94 |
2018-12-31 | $513k | 8.5k | 60.69 |
More positions owned by Cedar Brook Financial Partners
View all positions for Cedar Brook Financial Partners