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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$319K	Buy	10,844 +7,659	+240%	+$219K	0.04%	152
2026 Q1	$81.7K	Buy	3,185 +288	+10%	+$7.73K	0.01%	214
2025 Q4	$77.9K	Hold	2,897	–	–	0.01%	213
2025 Q3	$76.3K	Buy	+2,897	New	+$73.6K	0.01%	215
2024 Q2	–	Sell	-438	Closed	-$9.06K	–	465
2024 Q1	$9.06K	Buy	+438	New	+$8.62K	﹤0.01%	265
2023 Q4	–	Sell	-513	Closed	-$8.67K	–	389
2023 Q3	$8.67K	Hold	513	–	–	﹤0.01%	224
2023 Q2	$8.94K	Buy	+513	New	+$8.47K	﹤0.01%	192

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

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

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

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

First Pacific Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 240% in Q2 2026, buying an estimated $219K and bringing the position to 10,844 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #152.

First Pacific Financial first reported a position in SCHX in Q2 2023 and has held it in 7 quarters since. 693 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

First Pacific Financial held 10,844 shares of Schwab US Large- Cap ETF worth $319K as of Q2 2026.
First Pacific Financial bought 7,659 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $219K.
Schwab US Large- Cap ETF made up 0.04% of First Pacific Financial's portfolio in Q2 2026, its #152 holding.
First Pacific Financial first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 7 quarters since.
693 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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