Cardiff Park Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$292K Buy
2025
Q2
$286K Buy
2025
Q1
$282K Buy
2024
Q4
$275K Buy
2024
Q3
$284K Buy
2024
Q2
$270K Buy
2024
Q1
$269K Buy
2023
Q4
$271K Buy
2023
Q3
$254K Buy
2023
Q2
$263K Buy
2023
Q1
$265K Buy
2022
Q4
$257K Buy
2022
Q3
$253K Buy
2022
Q2
$265K Buy
2022
Q1
$279K Buy
2021
Q4
$296K Buy