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Cardiff Park Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cardiff Park Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-750
Closed -$16.9K – 339
2023
Q3 		$16.9K Hold
750
– – ﹤0.01% 293
2023
Q2 		$17.8K Hold
750
– – ﹤0.01% 303
2023
Q1 		$17K Hold
750
– – ﹤0.01% 297
2022
Q4 		$16.4K Buy
+750
New +$16.4K ﹤0.01% 294