First Pacific Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.68M	Buy	46,884 +150	+0.3%	+$5.26K	0.17%	70
2026 Q2	$1.58M	Buy	46,734 +1,020	+2%	+$33.8K	0.19%	64
2026 Q1	$1.33M	Buy	45,714 +13,292	+41%	+$413K	0.17%	66
2025 Q4	$1.06M	Sell	32,422 -207	-0.6%	-$6.73K	0.14%	78
2025 Q3	$1.04M	Sell	32,629 -14	-0%	-$427	0.14%	79
2025 Q2	$953K	Sell	32,643 -7,936	-20%	-$210K	0.14%	85
2025 Q1	$1.02M	Buy	40,579 +28,089	+225%	+$769K	0.21%	57
2024 Q4	$348K	Buy	12,490 +10	+0.1%	+$273	0.08%	116
2024 Q3	$325K	Buy	12,480 +3,540	+40%	+$89.1K	0.08%	115
2024 Q2	$225K	Sell	8,940 -1,148	-11%	-$27.1K	0.06%	113
2024 Q1	$234K	Buy	10,088 +12	+0.1%	+$265	0.07%	114
2023 Q4	$209K	Sell	10,076 -1,004	-9%	-$19.4K	0.06%	116
2023 Q3	$201K	Buy	11,080 +12	+0.1%	+$226	0.09%	106
2023 Q2	$207K	Sell	11,068 -3,712	-25%	-$63.6K	0.09%	105
2023 Q1	$241K	Sell	14,780 -5,572	-27%	-$84.6K	0.11%	103
2022 Q4	$283K	Buy	+20,352	New	+$293K	0.14%	102

Other funds holding SCHG

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

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

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

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

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

First Pacific Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.32% in Q3 2026, buying an estimated $5.26K and bringing the position to 46,884 shares worth $1.68M. The position accounts for 0.17% of the portfolio, ranked #70.

First Pacific Financial first reported a position in SCHG in Q4 2022 and has held it in 16 quarters since. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

First Pacific Financial held 46,884 shares of Schwab US Large-Cap Growth ETF worth $1.68M as of Q3 2026.
First Pacific Financial bought 150 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $5.26K.
Schwab US Large-Cap Growth ETF made up 0.17% of First Pacific Financial's portfolio in Q3 2026, its #70 holding.
First Pacific Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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