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Cardiff Park Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Cardiff Park Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.72M Buy
267,869
+379
+0.1% +$9.95K 0.54% 40
2025
Q4 		$7.02M Buy
267,490
+3,561
+1% +$92.7K 0.58% 37
2025
Q3 		$6.79M Buy
263,929
+2,636
+1% +$65.2K 0.52% 40
2025
Q2 		$6.23M Buy
261,293
+3,836
+1% +$84.5K 0.54% 38
2025
Q1 		$5.54M Buy
257,457
+3,473
+1% +$79K 0.54% 38
2024
Q4 		$5.77M Buy
253,984
+964
+0.4% +$22K 0.55% 37
2024
Q3 		$5.61M Buy
253,020
+1,641
+0.7% +$35K 0.51% 38
2024
Q2 		$5.27M Buy
251,379
+840
+0.3% +$17K 0.51% 38
2024
Q1 		$5.1M Buy
250,539
+288
+0.1% +$5.57K 0.49% 42
2023
Q4 		$4.64M Buy
250,251
+1,404
+0.6% +$24.2K 0.52% 39
2023
Q3 		$4.14M Sell
248,847
-5,226
-2% -$90.4K 0.52% 38
2023
Q2 		$4.38M Buy
254,073
+1,350
+0.5% +$22K 0.54% 35
2023
Q1 		$4.03M Buy
252,723
+1,851
+0.7% +$28.9K 0.53% 36
2022
Q4 		$3.75M Sell
250,872
-135,639
-35% -$2.04M 0.52% 37
2022
Q3 		$5.41M Buy
386,511
+96,204
+33% +$1.5M 0.85% 25
2022
Q2 		$4.28M Sell
290,307
-160,680
-36% -$2.58M 0.65% 28
2022
Q1 		$8.03M Buy
450,987
+168,435
+60% +$2.96M 1.13% 18
2021
Q4 		$5.32M Buy
+282,552
New +$5.2M 0.7% 22

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R
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SCM
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UBS AM
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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return