First Pacific Financial
SCHB icon

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
Q3 		$58.5K Buy
1,996
+5
+0.3% +$147 0.01% 261
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

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

First Pacific Financial increased its Schwab US Broad Market ETF (SCHB) stake by 0.25% in Q3 2026, buying an estimated $147 and bringing the position to 1,996 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #261.

First Pacific Financial first reported a position in SCHB in Q3 2024 and has held it in 6 quarters since. 968 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • First Pacific Financial held 1,996 shares of Schwab US Broad Market ETF worth $58.5K as of Q3 2026.
  • First Pacific Financial bought 5 Schwab US Broad Market ETF shares in Q3 2026, an estimated $147.
  • Schwab US Broad Market ETF made up 0.01% of First Pacific Financial's portfolio in Q3 2026, its #261 holding.
  • First Pacific Financial first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 6 quarters since.
  • 968 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

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