Cardiff Park Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.3K | Buy |
+2,141
| New | +$52.3K | ﹤0.01% | 303 |
|
|
2023
Q3 | – | Sell |
-15,660
| Closed | -$273K | – | 325 |
|
|
2023
Q2 | $273K | Buy |
15,660
+51
| +0.3% | +$890 | 0.03% | 193 |
|
|
2023
Q1 | $252K | Buy |
15,609
+54
| +0.3% | +$871 | 0.03% | 200 |
|
|
2022
Q4 | $234K | Buy |
15,555
+63
| +0.4% | +$948 | 0.03% | 214 |
|
|
2022
Q3 | $219K | Buy |
15,492
+60
| +0.4% | +$848 | 0.03% | 217 |
|
|
2022
Q2 | $230K | Sell |
15,432
-1,797
| -10% | -$26.8K | 0.03% | 218 |
|
|
2022
Q1 | $309K | Buy |
17,229
+33
| +0.2% | +$592 | 0.04% | 185 |
|
|
2021
Q4 | $326K | Buy |
+17,196
| New | +$326K | 0.04% | 179 |
|