Cardiff Park Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.3K | Sell |
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|
2025
Q2 | $69.3K | Buy |
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|
2025
Q1 | $64.1K | Buy |
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|
2024
Q4 | $63.9K | Buy |
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|
2024
Q3 | $63.3K | Buy |
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|
2024
Q2 | $58.1K | Hold |
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|
2024
Q1 | $60.3K | Buy |
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|
2023
Q4 | $57.7K | Buy |
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|
2023
Q3 | $50.5K | Sell |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | $194K | Buy |
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|
2022
Q2 | $200K | Buy |
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|
2022
Q1 | $236K | Buy |
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|
2021
Q4 | $255K | Buy |
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