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

Cedar Brook Financial Partners, LLC

  • $13.3 Million
  • Q2 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
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Cedar Brook Financial Partners, LLC Portfolio

Follow Cedar Brook Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cedar Brook Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Brook Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email