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 Q3	$281K	Buy	8,601 +26	+0.3%	+$889	0.03%	175
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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

First Pacific Financial's SCHA Position: Q3 2026 in Review

First Pacific Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.3% in Q3 2026, buying an estimated $889 and bringing the position to 8,601 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #175.

First Pacific Financial first reported a position in SCHA in Q2 2023 and has held it in 14 quarters since. The position peaked at $310K in Q2 2026. 987 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

First Pacific Financial held 8,601 shares of Schwab U.S Small- Cap ETF worth $281K as of Q3 2026.
First Pacific Financial bought 26 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $889.
Schwab U.S Small- Cap ETF made up 0.03% of First Pacific Financial's portfolio in Q3 2026, its #175 holding.
First Pacific Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 14 quarters since.
First Pacific Financial's Schwab U.S Small- Cap ETF position peaked at $310K in Q2 2026.
987 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.