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 Q3	$296K	Sell	9,858 -986	-9%	-$29.5K	0.03%	170
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

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

First Pacific Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.1% in Q3 2026, selling an estimated $29.5K and leaving 9,858 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #170.

First Pacific Financial first reported a position in SCHX in Q2 2023 and has held it in 8 quarters since. The position peaked at $319K in Q2 2026. 1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

First Pacific Financial held 9,858 shares of Schwab US Large- Cap ETF worth $296K as of Q3 2026.
First Pacific Financial sold 986 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $29.5K.
Schwab US Large- Cap ETF made up 0.03% of First Pacific Financial's portfolio in Q3 2026, its #170 holding.
First Pacific Financial first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 8 quarters since.
First Pacific Financial's Schwab US Large- Cap ETF position peaked at $319K in Q2 2026.
1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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