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Cardiff Park Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cardiff Park Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.3K Hold
800
– – ﹤0.01% 344
2025
Q4 		$22.8K Hold
800
– – ﹤0.01% 326
2025
Q3 		$22.3K Sell
800
-1,940
-71% -$51.9K ﹤0.01% 351
2025
Q2 		$69.3K Buy
2,740
+6
+0.2% +$142 0.01% 301
2025
Q1 		$64.1K Buy
2,734
+265
+11% +$6.75K 0.01% 302
2024
Q4 		$63.9K Buy
2,469
+9
+0.4% +$239 0.01% 296
2024
Q3 		$63.3K Buy
2,460
+12
+0.5% +$298 0.01% 294
2024
Q2 		$58.1K Hold
2,448
– – 0.01% 288
2024
Q1 		$60.3K Buy
2,448
+4
+0.2% +$94 0.01% 307
2023
Q4 		$57.7K Buy
2,444
+8
+0.3% +$169 0.01% 283
2023
Q3 		$50.5K Sell
2,436
-7,940
-77% -$174K 0.01% 268
2023
Q2 		$227K Buy
10,376
+32
+0.3% +$667 0.03% 218
2023
Q1 		$217K Buy
10,344
+28
+0.3% +$602 0.03% 218
2022
Q4 		$209K Buy
10,316
+44
+0.4% +$902 0.03% 225
2022
Q3 		$194K Buy
10,272
+30
+0.3% +$627 0.03% 229
2022
Q2 		$200K Buy
10,242
+272
+3% +$5.82K 0.03% 229
2022
Q1 		$236K Buy
9,970
+6
+0.1% +$142 0.03% 211
2021
Q4 		$255K Buy
+9,964
New +$258K 0.03% 207

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cardiff Park Advisors's SCHA Position: Q1 2026 in Review

Cardiff Park Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 800 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Cardiff Park Advisors first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. The position peaked at $255K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Cardiff Park Advisors held 800 shares of Schwab U.S Small- Cap ETF worth $23.3K as of Q1 2026.
  • Cardiff Park Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #344 holding.
  • Cardiff Park Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Schwab U.S Small- Cap ETF position peaked at $255K in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.