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Schwab Charles Family shares owned by Cedar Brook Financial Partners

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Cedar Brook Financial Partners from 13F filings

Historical chart of Cedar Brook Financial Partners investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by Cedar Brook Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family by Cedar Brook Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 1.3M 1.00

More positions owned by Cedar Brook Financial Partners

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Global Tech Etf (IXN)

View all positions for Cedar Brook Financial Partners

Top funds holding Schwab Charles Family

WMS Partners
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HB Wealth Management
Badgley Phelps Wealth Managers
Kanawha Capital Management
Creative Planning
Captrust Financial Advisors
CWM
Mariner Wealth Advisors
Copperwynd Financial
Sowell Financial Services
Spectrum Asset Management

View all funds holding Schwab Charles Family