Cardiff Park Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Hold |
4,442
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $120K | Hold |
4,442
| – | – | 0.01% | 275 |
|
|
2024
Q4 | $126K | Sell |
4,442
-4,442
| -50% | -$126K | 0.01% | 268 |
|
|
2024
Q3 | $246K | Hold |
8,884
| – | – | 0.02% | 227 |
|
|
2024
Q2 | $232K | Hold |
8,884
| – | – | 0.02% | 225 |
|
|
2024
Q1 | $225K | Hold |
8,884
| – | – | 0.02% | 237 |
|
|
2023
Q4 | $205K | Hold |
8,884
| – | – | 0.02% | 227 |
|
|
2023
Q3 | $183K | Buy |
8,884
+32
| +0.4% | +$661 | 0.02% | 217 |
|
|
2023
Q2 | $189K | Buy |
8,852
+32
| +0.4% | +$685 | 0.02% | 229 |
|
|
2023
Q1 | $174K | Buy |
8,820
+34
| +0.4% | +$672 | 0.02% | 228 |
|
|
2022
Q4 | $162K | Buy |
8,786
+38
| +0.4% | +$702 | 0.02% | 236 |
|
|
2022
Q3 | $151K | Buy |
8,748
+34
| +0.4% | +$587 | 0.02% | 241 |
|
|
2022
Q2 | $159K | Buy |
8,714
+34
| +0.4% | +$620 | 0.02% | 244 |
|
|
2022
Q1 | $191K | Buy |
8,680
+24
| +0.3% | +$528 | 0.03% | 234 |
|
|
2021
Q4 | $202K | Buy |
+8,656
| New | +$202K | 0.03% | 234 |
|