Cedar Brook Financial Partners »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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