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Cardiff Park Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cardiff Park Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$295K Buy
12,692
+88
+0.7% +$2.06K 0.02% 233
2025
Q4 		$295K Buy
12,604
+166
+1% +$3.9K 0.02% 222
2025
Q3 		$292K Buy
12,438
+126
+1% +$2.93K 0.02% 238
2025
Q2 		$286K Buy
12,312
+125
+1% +$2.87K 0.02% 223
2025
Q1 		$282K Buy
12,187
+86
+0.7% +$1.97K 0.03% 220
2024
Q4 		$275K Buy
12,101
+157
+1% +$3.63K 0.03% 219
2024
Q3 		$284K Buy
11,944
+114
+1% +$2.67K 0.03% 208
2024
Q2 		$270K Buy
11,830
+118
+1% +$2.67K 0.03% 206
2024
Q1 		$269K Buy
11,712
+74
+0.6% +$1.7K 0.03% 214
2023
Q4 		$271K Buy
11,638
+140
+1% +$3.13K 0.03% 194
2023
Q3 		$254K Buy
11,498
+98
+0.9% +$2.22K 0.03% 192
2023
Q2 		$263K Buy
11,400
+86
+0.8% +$2K 0.03% 200
2023
Q1 		$265K Buy
11,314
+58
+0.5% +$1.35K 0.03% 196
2022
Q4 		$257K Buy
11,256
+104
+0.9% +$2.37K 0.04% 206
2022
Q3 		$253K Buy
11,152
+70
+0.6% +$1.67K 0.04% 204
2022
Q2 		$265K Buy
11,082
+64
+0.6% +$1.55K 0.04% 205
2022
Q1 		$279K Buy
11,018
+40
+0.4% +$1.04K 0.04% 194
2021
Q4 		$296K Buy
+10,978
New +$297K 0.04% 191

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cardiff Park Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.7% in Q1 2026, buying an estimated $2.06K and bringing the position to 12,692 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #233.

Cardiff Park Advisors first reported a position in SCHZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $296K in Q4 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Cardiff Park Advisors held 12,692 shares of Schwab US Aggregate Bond ETF worth $295K as of Q1 2026.
  • Cardiff Park Advisors bought 88 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $2.06K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #233 holding.
  • Cardiff Park Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Schwab US Aggregate Bond ETF position peaked at $296K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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