Cardiff Park Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cardiff Park Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$158K	Sell	5,160 -13,005	-72%	-$395K	0.01%	294
2025 Q4	$498K	Sell	18,165 -940	-5%	-$25.6K	0.04%	173
2025 Q3	$522K	Buy	19,105 +124	+0.7%	+$3.38K	0.04%	178
2025 Q2	$503K	Sell	18,981 -19,767	-51%	-$516K	0.04%	166
2025 Q1	$1.08M	Buy	38,748 +14,912	+63%	+$416K	0.1%	101
2024 Q4	$651K	Buy	23,836 +13,288	+126%	+$378K	0.06%	137
2024 Q3	$297K	Buy	10,548 +6,960	+194%	+$190K	0.03%	205
2024 Q2	$93K	Buy	3,588 +915	+34%	+$23.8K	0.01%	274
2024 Q1	$71.8K	Buy	2,673 +1,917	+254%	+$49.5K	0.01%	299
2023 Q4	$19.2K	Buy	756 +6	+0.8%	+$143	﹤0.01%	307
2023 Q3	$17.7K	Buy	750 +6	+0.8%	+$147	﹤0.01%	293
2023 Q2	$18K	Buy	744 +699	+1,553%	+$16.7K	﹤0.01%	303
2023 Q1	$1.08K	Sell	45 -315	-88%	-$7.88K	﹤0.01%	314
2022 Q4	$9.05K	Buy	360 +3	+0.8%	+$74	﹤0.01%	301
2022 Q3	$8K	Buy	357 +3	+0.8%	+$73	﹤0.01%	308
2022 Q2	$8K	Buy	354 +75	+27%	+$1.91K	﹤0.01%	308
2022 Q1	$7K	Buy	279 +3	+1%	+$79	﹤0.01%	311
2021 Q4	$7K	Buy	+276	New	+$7.17K	﹤0.01%	302

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Cardiff Park Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 72% in Q1 2026, selling an estimated $395K and leaving 5,160 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #294.

Cardiff Park Advisors first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Cardiff Park Advisors held 5,160 shares of Schwab US Dividend Equity ETF worth $158K as of Q1 2026.
Cardiff Park Advisors sold 13,005 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $395K.
Schwab US Dividend Equity ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #294 holding.
Cardiff Park Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's Schwab US Dividend Equity ETF position peaked at $1.08M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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