Cardiff Park Advisors’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$218K	Buy	2,317 +3	+0.1%	+$294	0.02%	268
2025 Q4	$231K	Buy	2,314 +2	+0.1%	+$190	0.02%	244
2025 Q3	$221K	Buy	2,312 +2	+0.1%	+$190	0.02%	274
2025 Q2	$211K	Buy	+2,310	New	+$193K	0.02%	255
2022 Q4	–	Sell	-4,677	Closed	-$336K	–	330
2022 Q3	$336K	Sell	4,677 -25	-0.5%	-$1.74K	0.05%	175
2022 Q2	$297K	Buy	4,702 +33	+0.7%	+$2.28K	0.04%	192
2022 Q1	$394K	Buy	4,669 +25	+0.5%	+$2.2K	0.06%	166
2021 Q4	$391K	Buy	+4,644	New	+$376K	0.05%	165

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Cardiff Park Advisors increased its Charles Schwab (SCHW) stake by 0.13% in Q1 2026, buying an estimated $294 and bringing the position to 2,317 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #268.

Cardiff Park Advisors first reported a position in SCHW in Q4 2021 and has held it in 8 quarters since. The position peaked at $394K in Q1 2022. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Cardiff Park Advisors held 2,317 shares of Charles Schwab worth $218K as of Q1 2026.
Cardiff Park Advisors bought 3 Charles Schwab shares in Q1 2026, an estimated $294.
Charles Schwab made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #268 holding.
Cardiff Park Advisors first reported a position in Charles Schwab in Q4 2021 and has held it in 8 quarters since.
Cardiff Park Advisors's Charles Schwab position peaked at $394K in Q1 2022.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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