PSF
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Pacific Sun Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pacific Sun Financial’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$609K Sell
20,928
-685
-3% -$20.5K 0.29% 105
2025
Q4 		$616K Sell
21,613
-1,130
-5% -$31.9K 0.3% 98
2025
Q3 		$635K Sell
22,743
-930
-4% -$24.9K 0.31% 94
2025
Q2 		$599K Sell
23,673
-1,170
-5% -$27.7K 0.31% 94
2025
Q1 		$582K Buy
24,843
+1,603
+7% +$40.9K 0.33% 91
2024
Q4 		$601K Sell
23,240
-100
-0.4% -$2.66K 0.33% 91
2024
Q3 		$601K Sell
23,340
-320
-1% -$7.95K 0.33% 92
2024
Q2 		$561K Sell
23,660
-1,260
-5% -$29.9K 0.33% 95
2024
Q1 		$614K Sell
24,920
-780
-3% -$18.3K 0.36% 89
2023
Q4 		$607K Sell
25,700
-4,180
-14% -$88.1K 0.38% 83
2023
Q3 		$619K Sell
29,880
-460
-2% -$10.1K 0.43% 71
2023
Q2 		$636K Buy
+30,340
New +$632K 0.43% 76
2022
Q4 		$617K Sell
30,440
-1,540
-5% -$31.6K 0.43% 71
2022
Q3 		$604K Sell
31,980
-200
-0.6% -$4.18K 0.42% 74
2022
Q2 		$627K Hold
32,180
– – 0.41% 77
2022
Q1 		$762K Buy
32,180
+200
+0.6% +$4.72K 0.42% 75
2021
Q4 		$819K Buy
31,980
+480
+2% +$12.4K 0.44% 74
2021
Q3 		$788K Buy
+31,500
New +$800K 0.45% 70
2020
Q3 		$511K Hold
29,940
– – 0.43% 78
2020
Q2 		$489K Sell
29,940
-4,800
-14% -$71.9K 0.44% 76
2020
Q1 		$447K Buy
34,740
+280
+0.8% +$4.76K 0.51% 71
2019
Q4 		$652K Sell
34,460
-680
-2% -$12.3K 0.57% 60
2019
Q3 		$613K Buy
35,140
+520
+2% +$9.18K 0.58% 63
2019
Q2 		$619K Buy
+34,620
New +$612K 0.59% 59
2018
Q2 		$625K Buy
32,940
+840
+3% +$15.2K 0.64% 55
2018
Q1 		$555K Buy
+32,100
New +$566K 0.73% 47

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pacific Sun Financial's SCHA Position: Q1 2026 in Review

Pacific Sun Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.2% in Q1 2026, selling an estimated $20.5K and leaving 20,928 shares worth $609K. The position accounts for 0.29% of the portfolio, ranked #105.

Pacific Sun Financial first reported a position in SCHA in Q1 2018 and has held it in 26 quarters since. The position peaked at $819K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Pacific Sun Financial held 20,928 shares of Schwab U.S Small- Cap ETF worth $609K as of Q1 2026.
  • Pacific Sun Financial sold 685 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $20.5K.
  • Schwab U.S Small- Cap ETF made up 0.29% of Pacific Sun Financial's portfolio in Q1 2026, its #105 holding.
  • Pacific Sun Financial first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's Schwab U.S Small- Cap ETF position peaked at $819K in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.