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Pacific Park Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Pacific Park Financial’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.75M Sell
129,590
-26,245
-17% -$735K 2.18% 10
2026
Q1 		$3.91M Sell
155,835
-17,393
-10% -$456K 2.55% 9
2025
Q4 		$4.54M Buy
+173,228
New +$4.51M 2.84% 7

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Pacific Park Financial's SCHB Position: Q2 2026 in Review

Pacific Park Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 17% in Q2 2026, selling an estimated $735K and leaving 129,590 shares worth $3.75M. The position accounts for 2.18% of the portfolio, ranked #10.

Pacific Park Financial first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.54M in Q4 2025. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Pacific Park Financial held 129,590 shares of Schwab US Broad Market ETF worth $3.75M as of Q2 2026.
  • Pacific Park Financial sold 26,245 Schwab US Broad Market ETF shares in Q2 2026, an estimated $735K.
  • Schwab US Broad Market ETF made up 2.18% of Pacific Park Financial's portfolio in Q2 2026, its #10 holding.
  • Pacific Park Financial first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Pacific Park Financial's Schwab US Broad Market ETF position peaked at $4.54M in Q4 2025.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pacific Park Financial's 13F filing for Q2 2026, filed 21 Jul 2026.