First Pacific Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.37M	Sell	37,054 -1,880	-5%	-$64.7K	0.16%	73
2026 Q1	$1.21M	Sell	38,934 -543	-1%	-$17.3K	0.16%	72
2025 Q4	$1.19M	Sell	39,477 -879	-2%	-$26.2K	0.16%	73
2025 Q3	$1.2M	Sell	40,356 -236	-0.6%	-$6.87K	0.17%	71
2025 Q2	$1.14M	Sell	40,592 -137	-0.3%	-$3.61K	0.17%	72
2025 Q1	$1.07M	Buy	40,729 +3,170	+8%	+$88.3K	0.22%	44
2024 Q4	$1.04M	Sell	37,559 -9,760	-21%	-$278K	0.24%	61
2024 Q3	$1.31M	Sell	47,319 -2,094	-4%	-$55.7K	0.31%	44
2024 Q2	$1.28M	Sell	49,413 -1,251	-2%	-$32.7K	0.33%	35
2024 Q1	$1.38M	Sell	50,664 -19,575	-28%	-$499K	0.38%	27
2023 Q4	$1.76M	Sell	70,239 -4,860	-6%	-$111K	0.54%	26
2023 Q3	$1.69M	Sell	75,099 -1,017	-1%	-$24.1K	0.76%	17
2023 Q2	$1.8M	Sell	76,116 -939	-1%	-$21.2K	0.76%	17
2023 Q1	$1.74M	Sell	77,055 -6,624	-8%	-$153K	0.81%	18
2022 Q4	$1.83M	Sell	83,679 -732	-0.9%	-$16K	0.9%	17
2022 Q3	$1.7M	Sell	84,411 -144	-0.2%	-$3.21K	0.98%	14
2022 Q2	$1.77M	Buy	84,555 +63,138	+295%	+$1.46M	0.83%	20
2022 Q1	$542K	Buy	+21,417	New	+$537K	0.28%	75

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

GAM

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

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

First Pacific Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.8% in Q2 2026, selling an estimated $64.7K and leaving 37,054 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #73.

First Pacific Financial first reported a position in SCHM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.83M in Q4 2022. 237 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

First Pacific Financial held 37,054 shares of Schwab US Mid-Cap ETF worth $1.37M as of Q2 2026.
First Pacific Financial sold 1,880 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $64.7K.
Schwab US Mid-Cap ETF made up 0.16% of First Pacific Financial's portfolio in Q2 2026, its #73 holding.
First Pacific Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
First Pacific Financial's Schwab US Mid-Cap ETF position peaked at $1.83M in Q4 2022.
237 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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