First Pacific Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.7K	Buy	451 +3	+0.7%	+$101	﹤0.01%	365
2026 Q2	$14.2K	Sell	448 -4,233	-90%	-$134K	﹤0.01%	354
2026 Q1	$144K	Buy	4,681 +383	+9%	+$11.6K	0.02%	180
2025 Q4	$118K	Buy	4,298 +42	+1%	+$1.14K	0.02%	187
2025 Q3	$116K	Buy	4,256 +41	+1%	+$1.12K	0.02%	190
2025 Q2	$112K	Buy	4,215 +3,624	+613%	+$94.6K	0.02%	196
2025 Q1	$16.5K	Hold	591	–	–	﹤0.01%	263
2024 Q4	$16.1K	Buy	591 +468	+380%	+$13.3K	﹤0.01%	253
2024 Q3	$3.47K	Buy	+123	New	+$3.35K	﹤0.01%	336

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

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

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

First Pacific Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.67% in Q3 2026, buying an estimated $101 and bringing the position to 451 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

First Pacific Financial first reported a position in SCHD in Q3 2024 and has held it in 9 quarters since. The position peaked at $144K in Q1 2026. 1,535 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

First Pacific Financial held 451 shares of Schwab US Dividend Equity ETF worth $14.7K as of Q3 2026.
First Pacific Financial bought 3 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $101.
Schwab US Dividend Equity ETF made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #365 holding.
First Pacific Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 9 quarters since.
First Pacific Financial's Schwab US Dividend Equity ETF position peaked at $144K in Q1 2026.
1,535 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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