Cardiff Park Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.8K	Hold	1,139	–	–	﹤0.01%	338
2025 Q4	$36.1K	Hold	1,139	–	–	﹤0.01%	321
2025 Q3	$36.8K	Hold	1,139	–	–	﹤0.01%	343
2025 Q2	$36.3K	Hold	1,139	–	–	﹤0.01%	318
2025 Q1	$37.3K	Hold	1,139	–	–	﹤0.01%	313
2024 Q4	$35.8K	Hold	1,139	–	–	﹤0.01%	308
2024 Q3	$39.9K	Hold	1,139	–	–	﹤0.01%	307
2024 Q2	$37.4K	Hold	1,139	–	–	﹤0.01%	297
2024 Q1	$38.4K	Hold	1,139	–	–	﹤0.01%	318
2023 Q4	$40K	Buy	+1,139	New	+$36.7K	﹤0.01%	293

Other funds holding SCHQ

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Cardiff Park Advisors held its Schwab Long-Term US Treasury ETF (SCHQ) position steady in Q1 2026 at 1,139 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Cardiff Park Advisors first reported a position in SCHQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $40K in Q4 2023. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

Cardiff Park Advisors held 1,139 shares of Schwab Long-Term US Treasury ETF worth $35.8K as of Q1 2026.
Cardiff Park Advisors left its Schwab Long-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #338 holding.
Cardiff Park Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Cardiff Park Advisors's Schwab Long-Term US Treasury ETF position peaked at $40K in Q4 2023.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

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