Schwab U S Large Cap Growth ETF shares owned by Cedar Brook Financial Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Cedar Brook Financial Partners
from 13F filings
Historical chart of Cedar Brook Financial Partners investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Cedar Brook Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $670k | 8.0k | 83.62 |
| 2023-09-30 | $590k | 8.1k | 72.72 |
| 2023-06-30 | $2.3M | 31k | 74.95 |
| 2023-03-31 | $2.0M | 31k | 65.17 |
| 2022-12-31 | $417k | 7.5k | 55.56 |
| 2022-09-30 | $478k | 8.6k | 55.81 |
| 2022-06-30 | $545k | 9.4k | 58.02 |
| 2022-03-31 | $788k | 11k | 74.81 |
| 2021-12-31 | $871k | 5.3k | 163.78 |
| 2021-09-30 | $480k | 3.2k | 148.01 |
| 2021-06-30 | $738k | 5.1k | 145.97 |
| 2021-03-31 | $665k | 5.1k | 129.81 |
| 2020-12-31 | $456k | 3.6k | 128.34 |
| 2020-09-30 | $393k | 3.4k | 115.32 |
| 2020-06-30 | $314k | 3.1k | 101.45 |
| 2019-12-31 | $321k | 3.5k | 92.83 |
| 2019-09-30 | $1.0M | 12k | 84.01 |
| 2019-06-30 | $717k | 8.6k | 83.26 |
| 2019-03-31 | $422k | 5.3k | 79.34 |
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