CPA
Cardiff Park Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23M | Buy |
261,293
+3,836
| +1% | +$91.4K | 0.54% | 38 |
|
|
2025
Q1 | $5.54M | Buy |
257,457
+3,473
| +1% | +$74.8K | 0.53% | 38 |
|
|
2024
Q4 | $5.77M | Buy |
253,984
+169,644
| +201% | +$3.85M | 0.55% | 37 |
|
|
2024
Q3 | $5.61M | Buy |
84,340
+547
| +0.7% | +$36.4K | 0.5% | 37 |
|
|
2024
Q2 | $5.27M | Buy |
83,793
+280
| +0.3% | +$17.6K | 0.5% | 37 |
|
|
2024
Q1 | $5.1M | Buy |
83,513
+96
| +0.1% | +$5.86K | 0.48% | 41 |
|
|
2023
Q4 | $4.64M | Buy |
83,417
+468
| +0.6% | +$26.1K | 0.51% | 38 |
|
|
2023
Q3 | $4.14M | Sell |
82,949
-1,742
| -2% | -$86.8K | 0.52% | 38 |
|
|
2023
Q2 | $4.38M | Buy |
84,691
+450
| +0.5% | +$23.3K | 0.54% | 35 |
|
|
2023
Q1 | $4.03M | Buy |
84,241
+617
| +0.7% | +$29.5K | 0.53% | 36 |
|
|
2022
Q4 | $3.75M | Sell |
83,624
-45,213
| -35% | -$2.03M | 0.52% | 37 |
|
|
2022
Q3 | $5.41M | Buy |
128,837
+32,068
| +33% | +$1.35M | 0.85% | 25 |
|
|
2022
Q2 | $4.28M | Sell |
96,769
-53,560
| -36% | -$2.37M | 0.65% | 28 |
|
|
2022
Q1 | $8.03M | Buy |
150,329
+103,237
| +219% | +$5.51M | 1.13% | 18 |
|
|
2021
Q4 | $5.32M | Buy |
+47,092
| New | +$5.32M | 0.7% | 22 |
|