First Pacific Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.7K	Buy	1,991 +5	+0.3%	+$140	0.01%	242
2026 Q1	$49.8K	Buy	1,986 +6	+0.3%	+$157	0.01%	246
2025 Q4	$51.9K	Hold	1,980	–	–	0.01%	235
2025 Q3	$50.9K	Buy	+1,980	New	+$49K	0.01%	240
2024 Q4	–	Sell	-1,194	Closed	-$26.5K	–	430
2024 Q3	$26.5K	Buy	+1,194	New	+$25.5K	0.01%	229

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

First Pacific Financial increased its Schwab US Broad Market ETF (SCHB) stake by 0.25% in Q2 2026, buying an estimated $140 and bringing the position to 1,991 shares worth $57.7K. The position accounts for 0.01% of the portfolio, ranked #242.

First Pacific Financial first reported a position in SCHB in Q3 2024 and has held it in 5 quarters since. 593 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

First Pacific Financial held 1,991 shares of Schwab US Broad Market ETF worth $57.7K as of Q2 2026.
First Pacific Financial bought 5 Schwab US Broad Market ETF shares in Q2 2026, an estimated $140.
Schwab US Broad Market ETF made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #242 holding.
First Pacific Financial first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 5 quarters since.
593 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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