First Pacific Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

First Pacific Financial’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$310K	Buy	8,575 +2,402	+39%	+$79.4K	0.04%	155
2026 Q1	$179K	Sell	6,173 -660	-10%	-$19.8K	0.02%	171
2025 Q4	$195K	Buy	6,833 +31	+0.5%	+$875	0.03%	169
2025 Q3	$190K	Buy	6,802 +21	+0.3%	+$562	0.03%	167
2025 Q2	$172K	Buy	6,781 +1,277	+23%	+$30.2K	0.03%	173
2025 Q1	$129K	Buy	5,504 +13	+0.2%	+$331	0.03%	151
2024 Q4	$142K	Buy	5,491 +33	+0.6%	+$878	0.03%	152
2024 Q3	$141K	Buy	5,458 +38	+0.7%	+$943	0.03%	145
2024 Q2	$129K	Sell	5,420 -156	-3%	-$3.7K	0.03%	131
2024 Q1	$137K	Buy	5,576 +168	+3%	+$3.94K	0.04%	126
2023 Q4	$128K	Buy	5,408 +28	+0.5%	+$590	0.04%	125
2023 Q3	$111K	Buy	5,380 +20	+0.4%	+$439	0.05%	118
2023 Q2	$117K	Buy	+5,360	New	+$112K	0.05%	117

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

First Pacific Financial's SCHA Position: Q2 2026 in Review

First Pacific Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 39% in Q2 2026, buying an estimated $79.4K and bringing the position to 8,575 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #155.

First Pacific Financial first reported a position in SCHA in Q2 2023 and has held it in 13 quarters since. 597 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

First Pacific Financial held 8,575 shares of Schwab U.S Small- Cap ETF worth $310K as of Q2 2026.
First Pacific Financial bought 2,402 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $79.4K.
Schwab U.S Small- Cap ETF made up 0.04% of First Pacific Financial's portfolio in Q2 2026, its #155 holding.
First Pacific Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 13 quarters since.
597 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.