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Pacific Sun Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pacific Sun Financial’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$979K Sell
31,606
-1,150
-4% -$36.6K 0.47% 64
2025
Q4 		$985K Sell
32,756
-420
-1% -$12.5K 0.47% 64
2025
Q3 		$983K Sell
33,176
-400
-1% -$11.6K 0.48% 63
2025
Q2 		$942K Sell
33,576
-200
-0.6% -$5.28K 0.49% 63
2025
Q1 		$885K Sell
33,776
-60
-0.2% -$1.67K 0.5% 63
2024
Q4 		$938K Sell
33,836
-370
-1% -$10.5K 0.51% 57
2024
Q3 		$947K Sell
34,206
-420
-1% -$11.2K 0.52% 57
2024
Q2 		$898K Sell
34,626
-570
-2% -$14.9K 0.53% 57
2024
Q1 		$955K Sell
35,196
-480
-1% -$12.2K 0.56% 54
2023
Q4 		$896K Sell
35,676
-1,650
-4% -$37.8K 0.57% 52
2023
Q3 		$842K Sell
37,326
-750
-2% -$17.8K 0.58% 52
2023
Q2 		$861K Buy
+38,076
New +$858K 0.58% 55
2022
Q4 		$839K Sell
38,376
-2,460
-6% -$53.9K 0.59% 54
2022
Q3 		$824K Sell
40,836
-270
-0.7% -$6.02K 0.58% 57
2022
Q2 		$860K Sell
41,106
-390
-0.9% -$9K 0.57% 61
2022
Q1 		$1.05M Buy
41,496
+4,470
+12% +$112K 0.57% 56
2021
Q4 		$993K Buy
37,026
+3,600
+11% +$96K 0.53% 60
2021
Q3 		$854K Buy
+33,426
New +$873K 0.49% 63
2020
Q3 		$546K Sell
29,526
-2,250
-7% -$41.7K 0.46% 74
2020
Q2 		$557K Sell
31,776
-150
-0.5% -$2.44K 0.5% 68
2020
Q1 		$449K Buy
31,926
+3,600
+13% +$65.9K 0.52% 70
2019
Q4 		$568K Sell
28,326
-6
-0% -$116 0.5% 70
2019
Q3 		$534K Buy
28,332
+3,420
+14% +$64.6K 0.5% 72
2019
Q2 		$474K Buy
+24,912
New +$466K 0.45% 77
2018
Q2 		$264K Buy
13,905
+480
+4% +$8.68K 0.27% 103
2018
Q1 		$237K Buy
+13,425
New +$241K 0.31% 97

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Pacific Sun Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.5% in Q1 2026, selling an estimated $36.6K and leaving 31,606 shares worth $979K. The position accounts for 0.47% of the portfolio, ranked #64.

Pacific Sun Financial first reported a position in SCHM in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.05M in Q1 2022. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Pacific Sun Financial held 31,606 shares of Schwab US Mid-Cap ETF worth $979K as of Q1 2026.
  • Pacific Sun Financial sold 1,150 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $36.6K.
  • Schwab US Mid-Cap ETF made up 0.47% of Pacific Sun Financial's portfolio in Q1 2026, its #64 holding.
  • Pacific Sun Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's Schwab US Mid-Cap ETF position peaked at $1.05M in Q1 2022.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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