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

Pacific Sun 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	$389K	Sell	13,440 -80	-0.6%	-$2.24K	0.16%	157
2026 Q1	$339K	Hold	13,520	–	–	0.16%	155
2025 Q4	$355K	Hold	13,520	–	–	0.17%	152
2025 Q3	$348K	Sell	13,520 -4,120	-23%	-$102K	0.17%	148
2025 Q2	$420K	Hold	17,640	–	–	0.22%	128
2025 Q1	$380K	Hold	17,640	–	–	0.22%	133
2024 Q4	$400K	Sell	17,640 -360	-2%	-$8.22K	0.22%	125
2024 Q3	$399K	Hold	18,000	–	–	0.22%	126
2024 Q2	$377K	Hold	18,000	–	–	0.22%	123
2024 Q1	$366K	Sell	18,000 -480	-3%	-$9.29K	0.21%	132
2023 Q4	$343K	Hold	18,480	–	–	0.22%	126
2023 Q3	$307K	Hold	18,480	–	–	0.21%	124
2023 Q2	$295K	Buy	+18,480	New	+$301K	0.2%	135
2022 Q4	$276K	Hold	18,480	–	–	0.19%	140
2022 Q3	$259K	Hold	18,480	–	–	0.18%	147
2022 Q2	$272K	Hold	18,480	–	–	0.18%	146
2022 Q1	$329K	Hold	18,480	–	–	0.18%	138
2021 Q4	$348K	Hold	18,480	–	–	0.19%	134
2021 Q3	$320K	Buy	+18,480	New	+$329K	0.18%	129
2020 Q3	$262K	Hold	19,740	–	–	0.22%	124
2020 Q2	$242K	Buy	+19,740	New	+$228K	0.22%	121
2020 Q1	–	Sell	-18,960	Closed	-$243K	–	137
2019 Q4	$243K	Hold	18,960	–	–	0.21%	122
2019 Q3	$224K	Hold	18,960	–	–	0.21%	124
2019 Q2	$223K	Buy	+18,960	New	+$219K	0.21%	122
2018 Q2	$209K	Buy	+18,060	New	+$197K	0.22%	119

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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 Sun Financial's SCHB Position: Q2 2026 in Review

Pacific Sun Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 0.59% in Q2 2026, selling an estimated $2.24K and leaving 13,440 shares worth $389K. The position accounts for 0.16% of the portfolio, ranked #157.

Pacific Sun Financial first reported a position in SCHB in Q2 2018 and has held it in 25 quarters since. The position peaked at $420K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Pacific Sun Financial held 13,440 shares of Schwab US Broad Market ETF worth $389K as of Q2 2026.
Pacific Sun Financial sold 80 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.24K.
Schwab US Broad Market ETF made up 0.16% of Pacific Sun Financial's portfolio in Q2 2026, its #157 holding.
Pacific Sun Financial first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 25 quarters since.
Pacific Sun Financial's Schwab US Broad Market ETF position peaked at $420K in Q2 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.