Schwab Strategic Tr us aggregate b shares owned by Cedar Brook Financial Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cedar Brook Financial Partners
from 13F filings
Historical chart of Cedar Brook Financial Partners investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Cedar Brook Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $6.6M | 143k | 46.00 |
2023-12-31 | $5.0M | 109k | 46.44 |
2023-09-30 | $4.1M | 92k | 44.23 |
2023-06-30 | $3.7M | 79k | 46.16 |
2023-03-31 | $3.6M | 76k | 46.91 |
2022-12-31 | $3.4M | 76k | 45.65 |
2022-09-30 | $3.3M | 73k | 45.31 |
2022-06-30 | $3.4M | 71k | 47.86 |
2022-03-31 | $4.0M | 78k | 50.56 |
2021-12-31 | $3.0M | 55k | 53.90 |
2021-09-30 | $2.8M | 51k | 54.25 |
2021-06-30 | $2.4M | 43k | 54.59 |
2020-03-31 | $433k | 8.0k | 54.32 |
2019-12-31 | $416k | 7.8k | 53.44 |
2019-09-30 | $641k | 12k | 53.88 |
2019-06-30 | $532k | 10k | 52.98 |
2019-03-31 | $355k | 6.9k | 51.82 |
2018-12-31 | $265k | 5.2k | 50.65 |
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