Cardiff Park Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,718	Closed	-$41.4K	–	329
2022 Q4	$41.4K	Buy	1,718 +14	+0.8%	+$338	0.01%	279
2022 Q3	$41K	Buy	1,704 +6	+0.4%	+$147	0.01%	284
2022 Q2	$42K	Sell	1,698 -23,866	-93%	-$588K	0.01%	281
2022 Q1	$633K	Buy	25,564 +12	+0%	+$301	0.09%	119
2021 Q4	$650K	Buy	+25,552	New	+$651K	0.09%	120

Other funds holding SCHO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Cardiff Park Advisors's SCHO Position: Q1 2023 in Review

Cardiff Park Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 1,718 shares — an estimated $41.4K sold.

Cardiff Park Advisors first reported a position in SCHO in Q4 2021 and held it in 5 quarters. The position peaked at $650K in Q4 2021. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

Cardiff Park Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
Cardiff Park Advisors sold 1,718 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $41.4K.
Cardiff Park Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 5 quarters.
Cardiff Park Advisors's Schwab Short-Term US Treasury ETF position peaked at $650K in Q4 2021.
572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Cardiff Park Advisors's 13F filing for Q1 2023, filed 15 May 2023.