Cardiff Park Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23M | Buy |
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|
2025
Q1 | $5.54M | Buy |
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|
2024
Q4 | $5.77M | Buy |
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|
2024
Q3 | $5.61M | Buy |
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|
2024
Q2 | $5.27M | Buy |
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|
2024
Q1 | $5.1M | Buy |
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|
2023
Q4 | $4.64M | Buy |
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|
2023
Q3 | $4.14M | Sell |
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|
2023
Q2 | $4.38M | Buy |
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|
2023
Q1 | $4.03M | Buy |
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|
2022
Q4 | $3.75M | Sell |
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|
2022
Q3 | $5.41M | Buy |
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|
2022
Q2 | $4.28M | Sell |
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|
2022
Q1 | $8.03M | Buy |
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|
2021
Q4 | $5.32M | Buy |
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