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Cardiff Park Advisors, LLC

SEC CIK
0001910000
Latest filing
Aug 14, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Cardiff Park Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
2,320
Value
$214.1K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2021
Holdings of SCHW by Cardiff Park Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,320$214.1K<0.1%+3+0.1%AddedHolders
Q1 20262,317$217.8K<0.1%+3+0.1%AddedHolders
Q4 20252,314$231.2K<0.1%+2+0.1%AddedHolders
Q3 20252,312$220.7K<0.1%+2+0.1%AddedHolders
Q2 20252,310$210.8K<0.1%+2,310NewHolders
Q4 20220$00.0%−4,677−100.0%Sold outHolders
Q3 20224,677$336.0K0.1%−25−0.5%ReducedHolders
Q2 20224,702$297.0K<0.1%+33+0.7%AddedHolders
Q1 20224,669$394.0K0.1%+25+0.5%AddedHolders
Q4 20214,644$391.0K0.1%–No prior filingHolders