Cedar Brook Financial Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Cedar Brook Financial Partners, LLC

  • $698 Million
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$44.84 - $49.24 $67,529 - $74,155
1,506 Added 3.1%
50,125 $2.47 Million
Q4 2023

Jan 12, 2024
BUY
$38.13 - $48.02 $39,655 - $49,940
1,040 Added 2.19%
48,619 $2.3 Million
Q3 2023

Oct 17, 2023
BUY
$40.85 - $46.1 $140,278 - $158,307
3,434 Added 7.78%
47,579 $1.97 Million
Q2 2023

Jul 05, 2023
BUY
$39.91 - $43.82 $8,301 - $9,114
208 Added 0.47%
44,145 $1.93 Million
Q1 2023

Apr 04, 2023
BUY
$39.82 - $46.36 $61,362 - $71,440
1,541 Added 3.63%
43,937 $1.84 Million
Q4 2022

Feb 01, 2023
BUY
$38.25 - $43.54 $80,172 - $91,259
2,096 Added 5.2%
42,396 $1.72 Million
Q3 2022

Jan 03, 2023
SELL
$37.65 - $45.9 $6,212 - $7,573
-165 Reduced 0.41%
40,300 $0
Q2 2022

Aug 12, 2022
SELL
$37.88 - $48.01 $28,826 - $36,535
-761 Reduced 1.85%
40,465 $1.58 Million
Q1 2022

Apr 06, 2022
BUY
$44.42 - $51.73 $1.26 Million - $1.47 Million
28,330 Added 219.68%
41,226 $1.95 Million
Q4 2021

Jan 27, 2022
BUY
$48.64 - $55.07 $11,235 - $12,721
231 Added 1.82%
12,896 $1.32 Million
Q3 2021

Nov 01, 2021
BUY
$48.3 - $52.49 $65,784 - $71,491
1,362 Added 12.05%
12,665 $1.27 Million
Q2 2021

Aug 16, 2021
BUY
$48.39 - $52.91 $546,952 - $598,041
11,303 New
11,303 $1.18 Million
Q2 2020

Aug 05, 2020
SELL
$23.59 - $35.22 $105,258 - $157,151
-4,462 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$22.29 - $38.7 $6,486 - $11,261
291 Added 6.98%
4,462 $230,000
Q4 2019

Feb 06, 2020
SELL
$33.63 - $38.03 $68,168 - $77,086
-2,027 Reduced 32.7%
4,171 $315,000
Q3 2019

Oct 24, 2019
BUY
$34.78 - $36.12 $65,247 - $67,761
1,876 Added 43.41%
6,198 $432,000
Q2 2019

Aug 06, 2019
BUY
N/A
1,148 Added 36.17%
4,322 $309,000
Q1 2019

May 08, 2019
SELL
N/A
-5,279 Reduced 62.45%
3,174 $222,000
Q4 2018

Feb 11, 2019
BUY
N/A
8,453 New
8,453 $0

Others Institutions Holding SCHA

# of Institutions
1,146
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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