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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

First Pacific Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 90% in Q2 2026, selling an estimated $134K and leaving 448 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

First Pacific Financial first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $144K in Q1 2026. 935 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

First Pacific Financial held 448 shares of Schwab US Dividend Equity ETF worth $14.2K as of Q2 2026.
First Pacific Financial sold 4,233 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $134K.
Schwab US Dividend Equity ETF made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #354 holding.
First Pacific Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
First Pacific Financial's Schwab US Dividend Equity ETF position peaked at $144K in Q1 2026.
935 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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