CPA
SCHK icon

Cardiff Park Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Cardiff Park Advisors’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,442
Closed -$139K – 393
2026
Q1 		$139K Hold
4,442
– – 0.01% 300
2025
Q4 		$146K Hold
4,442
– – 0.01% 285
2025
Q3 		$143K Hold
4,442
– – 0.01% 302
2025
Q2 		$132K Hold
4,442
– – 0.01% 279
2025
Q1 		$120K Hold
4,442
– – 0.01% 279
2024
Q4 		$126K Sell
4,442
-4,442
-50% -$126K 0.01% 272
2024
Q3 		$246K Hold
8,884
– – 0.02% 231
2024
Q2 		$232K Hold
8,884
– – 0.02% 227
2024
Q1 		$225K Hold
8,884
– – 0.02% 239
2023
Q4 		$205K Hold
8,884
– – 0.02% 229
2023
Q3 		$183K Buy
8,884
+32
+0.4% +$687 0.02% 218
2023
Q2 		$189K Buy
8,852
+32
+0.4% +$647 0.02% 230
2023
Q1 		$174K Buy
8,820
+34
+0.4% +$657 0.02% 229
2022
Q4 		$162K Buy
8,786
+38
+0.4% +$706 0.02% 238
2022
Q3 		$151K Buy
8,748
+34
+0.4% +$654 0.02% 243
2022
Q2 		$159K Buy
8,714
+34
+0.4% +$675 0.02% 245
2022
Q1 		$191K Buy
8,680
+24
+0.3% +$521 0.03% 236
2021
Q4 		$202K Buy
+8,656
New +$196K 0.03% 236

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Cardiff Park Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q2 2026, closing a stake of 4,442 shares — an estimated $139K sold.

Cardiff Park Advisors first reported a position in SCHK in Q4 2021 and held it in 18 quarters. The position peaked at $246K in Q3 2024. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Cardiff Park Advisors reported no remaining Schwab 1000 Index ETF position as of Q2 2026 after selling out during the quarter.
  • Cardiff Park Advisors sold 4,442 Schwab 1000 Index ETF shares in Q2 2026, an estimated $139K.
  • Cardiff Park Advisors first reported a position in Schwab 1000 Index ETF in Q4 2021 and held it in 18 quarters.
  • Cardiff Park Advisors's Schwab 1000 Index ETF position peaked at $246K in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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