Cardiff Park Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Cardiff Park Advisors, LLC

  • $1.33 Billion
  • Q2 2024

A detailed history of Cardiff Park Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 1,224 shares of SCHA stock, worth $33,647. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,224
Previous 1,224 -0.0%
Holding current value
$33,647
Previous $60,000 3.33%
% of portfolio
0.0%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$44.84 - $49.24 $89 - $98
2 Added 0.16%
1,224 $60,000
Q4 2023

Feb 14, 2024
BUY
$38.13 - $48.02 $152 - $192
4 Added 0.33%
1,222 $57,000
Q3 2023

Nov 13, 2023
SELL
$40.85 - $46.1 $162,174 - $183,017
-3,970 Reduced 76.52%
1,218 $50,000
Q2 2023

Aug 14, 2023
BUY
$39.91 - $43.82 $638 - $701
16 Added 0.31%
5,188 $227,000
Q1 2023

May 15, 2023
BUY
$39.82 - $46.36 $557 - $649
14 Added 0.27%
5,172 $216,000
Q4 2022

Feb 09, 2023
BUY
$38.25 - $43.54 $841 - $957
22 Added 0.43%
5,158 $208,000
Q3 2022

Nov 08, 2022
BUY
$37.65 - $45.9 $564 - $688
15 Added 0.29%
5,136 $194,000
Q2 2022

Aug 15, 2022
BUY
$37.88 - $48.01 $5,151 - $6,529
136 Added 2.73%
5,121 $200,000
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $110,783 - $129,014
2,494 Added 100.12%
4,985 $236,000
Q4 2021

Feb 15, 2022
BUY
$48.64 - $55.07 $121,162 - $137,179
2,491 New
2,491 $255,000

Others Institutions Holding SCHA

# of Institutions
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Cardiff Park Advisors, LLC Portfolio

Follow Cardiff Park Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardiff Park Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardiff Park Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email