Cardiff Park Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
12,312
+125
| +1% | +$2.91K | 0.02% | 219 |
|
|
2025
Q1 | $282K | Buy |
12,187
+86
| +0.7% | +$1.99K | 0.03% | 216 |
|
|
2024
Q4 | $275K | Buy |
12,101
+157
| +1% | +$3.56K | 0.03% | 215 |
|
|
2024
Q3 | $284K | Buy |
11,944
+114
| +1% | +$2.71K | 0.03% | 204 |
|
|
2024
Q2 | $270K | Buy |
11,830
+118
| +1% | +$2.69K | 0.03% | 204 |
|
|
2024
Q1 | $269K | Buy |
11,712
+74
| +0.6% | +$1.7K | 0.03% | 212 |
|
|
2023
Q4 | $271K | Buy |
11,638
+140
| +1% | +$3.26K | 0.03% | 192 |
|
|
2023
Q3 | $254K | Buy |
11,498
+98
| +0.9% | +$2.17K | 0.03% | 191 |
|
|
2023
Q2 | $263K | Buy |
11,400
+86
| +0.8% | +$1.99K | 0.03% | 199 |
|
|
2023
Q1 | $265K | Buy |
11,314
+58
| +0.5% | +$1.36K | 0.03% | 195 |
|
|
2022
Q4 | $257K | Buy |
11,256
+104
| +0.9% | +$2.37K | 0.04% | 205 |
|
|
2022
Q3 | $253K | Buy |
11,152
+70
| +0.6% | +$1.59K | 0.04% | 203 |
|
|
2022
Q2 | $265K | Buy |
11,082
+64
| +0.6% | +$1.53K | 0.04% | 204 |
|
|
2022
Q1 | $279K | Buy |
11,018
+40
| +0.4% | +$1.01K | 0.04% | 192 |
|
|
2021
Q4 | $296K | Buy |
+10,978
| New | +$296K | 0.04% | 189 |
|