Cardiff Park Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$103K	Buy	4,034 +12	+0.3%	+$322	0.01%	313
2025 Q4	$108K	Buy	4,022 +1,875	+87%	+$50.1K	0.01%	297
2025 Q3	$56.6K	Buy	2,147 +6	+0.3%	+$152	﹤0.01%	334
2025 Q2	$52.3K	Buy	+2,141	New	+$48.4K	﹤0.01%	307
2023 Q3	–	Sell	-15,660	Closed	-$273K	–	326
2023 Q2	$273K	Buy	15,660 +51	+0.3%	+$842	0.03%	194
2023 Q1	$252K	Buy	15,609 +54	+0.3%	+$850	0.03%	201
2022 Q4	$234K	Buy	15,555 +63	+0.4%	+$954	0.03%	215
2022 Q3	$219K	Buy	15,492 +60	+0.4%	+$941	0.03%	219
2022 Q2	$230K	Sell	15,432 -1,797	-10%	-$29.1K	0.03%	219
2022 Q1	$309K	Buy	17,229 +33	+0.2%	+$584	0.04%	187
2021 Q4	$326K	Buy	+17,196	New	+$318K	0.04%	181

Other funds holding SCHX

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Cardiff Park Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.3% in Q1 2026, buying an estimated $322 and bringing the position to 4,034 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #313.

Cardiff Park Advisors first reported a position in SCHX in Q4 2021 and has held it in 11 quarters since. The position peaked at $326K in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Cardiff Park Advisors held 4,034 shares of Schwab US Large- Cap ETF worth $103K as of Q1 2026.
Cardiff Park Advisors bought 12 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $322.
Schwab US Large- Cap ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #313 holding.
Cardiff Park Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 11 quarters since.
Cardiff Park Advisors's Schwab US Large- Cap ETF position peaked at $326K in Q4 2021.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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