Cardiff Park Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$104K	Hold	3,167	–	–	0.01%	312
2025 Q4	$104K	Hold	3,167	–	–	0.01%	299
2025 Q3	$106K	Hold	3,167	–	–	0.01%	315
2025 Q2	$95.5K	Hold	3,167	–	–	0.01%	291
2025 Q1	$87.3K	Hold	3,167	–	–	0.01%	292
2024 Q4	$84.3K	Hold	3,167	–	–	0.01%	286
2024 Q3	$92.4K	Hold	3,167	–	–	0.01%	281
2024 Q2	$84.1K	Hold	3,167	–	–	0.01%	276
2024 Q1	$80K	Hold	3,167	–	–	0.01%	297
2023 Q4	$78.5K	Hold	3,167	–	–	0.01%	272
2023 Q3	$75.8K	Sell	3,167 -3,152	-50%	-$78.1K	0.01%	255
2023 Q2	$156K	Buy	6,319 +15	+0.2%	+$367	0.02%	238
2023 Q1	$155K	Hold	6,304	–	–	0.02%	234
2022 Q4	$149K	Buy	6,304 +70	+1%	+$1.63K	0.02%	242
2022 Q3	$140K	Sell	6,234 -899	-13%	-$22.2K	0.02%	246
2022 Q2	$181K	Sell	7,133 -309	-4%	-$8.07K	0.03%	233
2022 Q1	$207K	Sell	7,442 -20,999	-74%	-$608K	0.03%	227
2021 Q4	$842K	Buy	+28,441	New	+$869K	0.11%	92

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Cardiff Park Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 3,167 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #312.

Cardiff Park Advisors first reported a position in SCHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $842K in Q4 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Cardiff Park Advisors held 3,167 shares of Schwab Emerging Markets Equity ETF worth $104K as of Q1 2026.
Cardiff Park Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
Schwab Emerging Markets Equity ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #312 holding.
Cardiff Park Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's Schwab Emerging Markets Equity ETF position peaked at $842K in Q4 2021.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

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