Cardiff Park Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Cardiff Park Advisors, LLC

  • $1.45 Billion
  • Q3 2024

A detailed history of Cardiff Park Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 84,340 shares of SCHB stock, worth $1.92 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
84,340
Previous 83,793 0.65%
Holding current value
$1.92 Million
Previous $5.27 Million 6.49%
% of portfolio
0.39%
Previous 0.4%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$59.93 - $66.52 $32,781 - $36,386
547 Added 0.65%
84,340 $5.61 Million
Q2 2024

Aug 14, 2024
BUY
$57.57 - $63.3 $16,119 - $17,724
280 Added 0.34%
83,793 $5.27 Million
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $5,242 - $5,860
96 Added 0.12%
83,513 $5.1 Million
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $22,281 - $26,165
468 Added 0.56%
83,417 $4.64 Million
Q3 2023

Nov 13, 2023
SELL
$49.59 - $53.57 $86,385 - $93,318
-1,742 Reduced 2.06%
82,949 $4.14 Million
Q2 2023

Aug 14, 2023
BUY
$47.08 - $51.7 $21,186 - $23,265
450 Added 0.53%
84,691 $4.38 Million
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $27,437 - $30,374
617 Added 0.74%
84,241 $4.03 Million
Q4 2022

Feb 09, 2023
SELL
$41.94 - $47.81 $1.9 Million - $2.16 Million
-45,213 Reduced 35.09%
83,624 $3.75 Million
Q3 2022

Nov 08, 2022
BUY
$41.99 - $50.63 $1.35 Million - $1.62 Million
32,068 Added 33.14%
128,837 $5.41 Million
Q2 2022

Aug 15, 2022
SELL
$42.93 - $53.98 $2.3 Million - $2.89 Million
-53,560 Reduced 35.63%
96,769 $4.28 Million
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $5.07 Million - $5.87 Million
103,237 Added 219.22%
150,329 $8.03 Million
Q4 2021

Feb 15, 2022
BUY
$51.87 - $56.86 $2.44 Million - $2.68 Million
47,092 New
47,092 $5.32 Million

Others Institutions Holding SCHB

# of Institutions
1,179
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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