Cardiff Park Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Cardiff Park Advisors’s Portfolio SCHK Stock Details SCHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$139K	Hold	4,442	–	–	0.01%	300
2025 Q4	$146K	Hold	4,442	–	–	0.01%	285
2025 Q3	$143K	Hold	4,442	–	–	0.01%	302
2025 Q2	$132K	Hold	4,442	–	–	0.01%	279
2025 Q1	$120K	Hold	4,442	–	–	0.01%	279
2024 Q4	$126K	Sell	4,442 -4,442	-50%	-$126K	0.01%	272
2024 Q3	$246K	Hold	8,884	–	–	0.02%	231
2024 Q2	$232K	Hold	8,884	–	–	0.02%	227
2024 Q1	$225K	Hold	8,884	–	–	0.02%	239
2023 Q4	$205K	Hold	8,884	–	–	0.02%	229
2023 Q3	$183K	Buy	8,884 +32	+0.4%	+$687	0.02%	218
2023 Q2	$189K	Buy	8,852 +32	+0.4%	+$647	0.02%	230
2023 Q1	$174K	Buy	8,820 +34	+0.4%	+$657	0.02%	229
2022 Q4	$162K	Buy	8,786 +38	+0.4%	+$706	0.02%	238
2022 Q3	$151K	Buy	8,748 +34	+0.4%	+$654	0.02%	243
2022 Q2	$159K	Buy	8,714 +34	+0.4%	+$675	0.02%	245
2022 Q1	$191K	Buy	8,680 +24	+0.3%	+$521	0.03%	236
2021 Q4	$202K	Buy	+8,656	New	+$196K	0.03%	236

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Focus Partners Wealth

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Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return