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Cardiff Park Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Cardiff Park Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.7M Sell
266,051
-1,818
-0.7% -$50.9K 0.6% 34
2026
Q1 		$6.72M Buy
267,869
+379
+0.1% +$9.95K 0.54% 40
2025
Q4 		$7.02M Buy
267,490
+3,561
+1% +$92.7K 0.58% 37
2025
Q3 		$6.79M Buy
263,929
+2,636
+1% +$65.2K 0.52% 40
2025
Q2 		$6.23M Buy
261,293
+3,836
+1% +$84.5K 0.54% 38
2025
Q1 		$5.54M Buy
257,457
+3,473
+1% +$79K 0.53% 38
2024
Q4 		$5.77M Buy
253,984
+964
+0.4% +$22K 0.55% 37
2024
Q3 		$5.61M Buy
253,020
+1,641
+0.7% +$35K 0.5% 38
2024
Q2 		$5.27M Buy
251,379
+840
+0.3% +$17K 0.5% 38
2024
Q1 		$5.1M Buy
250,539
+288
+0.1% +$5.57K 0.48% 42
2023
Q4 		$4.64M Buy
250,251
+1,404
+0.6% +$24.2K 0.51% 39
2023
Q3 		$4.14M Sell
248,847
-5,226
-2% -$90.4K 0.52% 38
2023
Q2 		$4.38M Buy
254,073
+1,350
+0.5% +$22K 0.54% 35
2023
Q1 		$4.03M Buy
252,723
+1,851
+0.7% +$28.9K 0.53% 36
2022
Q4 		$3.75M Sell
250,872
-135,639
-35% -$2.04M 0.52% 37
2022
Q3 		$5.41M Buy
386,511
+96,204
+33% +$1.5M 0.85% 25
2022
Q2 		$4.28M Sell
290,307
-160,680
-36% -$2.58M 0.65% 28
2022
Q1 		$8.03M Buy
450,987
+168,435
+60% +$2.96M 1.13% 18
2021
Q4 		$5.32M Buy
+282,552
New +$5.2M 0.7% 22

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Cardiff Park Advisors's SCHB Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.68% in Q2 2026, selling an estimated $50.9K and leaving 266,051 shares worth $7.7M. The position accounts for 0.6% of the portfolio, ranked #34.

Cardiff Park Advisors first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.03M in Q1 2022. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cardiff Park Advisors held 266,051 shares of Schwab US Broad Market ETF worth $7.7M as of Q2 2026.
  • Cardiff Park Advisors sold 1,818 Schwab US Broad Market ETF shares in Q2 2026, an estimated $50.9K.
  • Schwab US Broad Market ETF made up 0.6% of Cardiff Park Advisors's portfolio in Q2 2026, its #34 holding.
  • Cardiff Park Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's Schwab US Broad Market ETF position peaked at $8.03M in Q1 2022.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.