First Pacific Financial
SCHW icon

First Pacific Financial’s Charles Schwab SCHW Stock Holding History

First Pacific Financial’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-127
Closed -$11.7K – 552
2026
Q2 		$11.7K Buy
127
+111
+694% +$10.1K ﹤0.01% 386
2026
Q1 		$1.51K Buy
16
+7
+78% +$687 ﹤0.01% 556
2025
Q4 		$900 Buy
9
+6
+200% +$569 ﹤0.01% 461
2025
Q3 		$287 Buy
+3
New +$285 ﹤0.01% 501
2025
Q1 		– Sell
-125
Closed -$9.25K – 551
2024
Q4 		$9.25K Hold
125
– – ﹤0.01% 273
2024
Q3 		$8.1K Hold
125
– – ﹤0.01% 276
2024
Q2 		$9.21K Hold
125
– – ﹤0.01% 260
2024
Q1 		$9.04K Hold
125
– – ﹤0.01% 266
2023
Q4 		$8.6K Hold
125
– – ﹤0.01% 250
2023
Q3 		$6.86K Hold
125
– – ﹤0.01% 226
2023
Q2 		$7.08K Buy
+125
New +$6.55K ﹤0.01% 195

Other funds holding SCHW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

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

First Pacific Financial sold out of Charles Schwab (SCHW) in Q3 2026, closing a stake of 127 shares — an estimated $11.7K sold.

First Pacific Financial first reported a position in SCHW in Q2 2023 and held it in 11 quarters. The position peaked at $11.7K in Q2 2026. 2,052 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • First Pacific Financial reported no remaining Charles Schwab position as of Q3 2026 after selling out during the quarter.
  • First Pacific Financial sold 127 Charles Schwab shares in Q3 2026, an estimated $11.7K.
  • First Pacific Financial first reported a position in Charles Schwab in Q2 2023 and held it in 11 quarters.
  • First Pacific Financial's Charles Schwab position peaked at $11.7K in Q2 2026.
  • 2,052 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

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