Cardiff Park Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+2,310
| New | +$211K | 0.02% | 251 |
|
|
2022
Q4 | – | Sell |
-4,677
| Closed | -$336K | – | 327 |
|
|
2022
Q3 | $336K | Sell |
4,677
-25
| -0.5% | -$1.8K | 0.05% | 174 |
|
|
2022
Q2 | $297K | Buy |
4,702
+33
| +0.7% | +$2.08K | 0.04% | 191 |
|
|
2022
Q1 | $394K | Buy |
4,669
+25
| +0.5% | +$2.11K | 0.06% | 164 |
|
|
2021
Q4 | $391K | Buy |
+4,644
| New | +$391K | 0.05% | 163 |
|