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 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

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

First Pacific Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.2% in Q2 2026, buying an estimated $33.8K and bringing the position to 46,734 shares worth $1.58M. The position accounts for 0.19% of the portfolio, ranked #64.

First Pacific Financial first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 392 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

First Pacific Financial held 46,734 shares of Schwab US Large-Cap Growth ETF worth $1.58M as of Q2 2026.
First Pacific Financial bought 1,020 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $33.8K.
Schwab US Large-Cap Growth ETF made up 0.19% of First Pacific Financial's portfolio in Q2 2026, its #64 holding.
First Pacific Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
392 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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