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 Q2	$170K	Buy	5,791 +1,757	+44%	+$50.2K	0.01%	279
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 $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Cardiff Park Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 44% in Q2 2026, buying an estimated $50.2K and bringing the position to 5,791 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #279.

Cardiff Park Advisors first reported a position in SCHX in Q4 2021 and has held it in 12 quarters since. The position peaked at $326K in Q4 2021. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cardiff Park Advisors held 5,791 shares of Schwab US Large- Cap ETF worth $170K as of Q2 2026.
Cardiff Park Advisors bought 1,757 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $50.2K.
Schwab US Large- Cap ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #279 holding.
Cardiff Park Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 12 quarters since.
Cardiff Park Advisors's Schwab US Large- Cap ETF position peaked at $326K in Q4 2021.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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