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 Q3	$1.26M	Buy	37,178 +124	+0.3%	+$4.39K	0.13%	90
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

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

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

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

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

First Pacific Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.33% in Q3 2026, buying an estimated $4.39K and bringing the position to 37,178 shares worth $1.26M. The position accounts for 0.13% of the portfolio, ranked #90.

First Pacific Financial first reported a position in SCHM in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.83M in Q4 2022. 739 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

First Pacific Financial held 37,178 shares of Schwab US Mid-Cap ETF worth $1.26M as of Q3 2026.
First Pacific Financial bought 124 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $4.39K.
Schwab US Mid-Cap ETF made up 0.13% of First Pacific Financial's portfolio in Q3 2026, its #90 holding.
First Pacific Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 19 quarters since.
First Pacific Financial's Schwab US Mid-Cap ETF position peaked at $1.83M in Q4 2022.
739 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

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