Pacifica Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Pacifica Partners’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	$112K	Sell	3,896 -100	-3%	-$2.8K	0.03%	146
2026 Q1	$100K	Hold	3,996	–	–	0.03%	158
2025 Q4	$105K	Hold	3,996	–	–	0.05%	139
2025 Q3	$103K	Hold	3,996	–	–	0.04%	151
2025 Q2	$94.7K	Buy	3,996 +996	+33%	+$21.9K	0.04%	152
2025 Q1	$62.1K	Hold	3,000	–	–	0.03%	180
2024 Q4	$68K	Hold	3,000	–	–	0.03%	178
2024 Q3	$66.5K	Hold	3,000	–	–	0.03%	187
2024 Q2	$63.6K	Hold	3,000	–	–	0.03%	194
2024 Q1	$60.5K	Sell	3,000 -4,080	-58%	-$79K	0.03%	196
2023 Q4	$126K	Buy	+7,080	New	+$122K	0.06%	128
2022 Q2	–	Sell	-1,200	Closed	-$41K	–	509
2022 Q1	$41K	Buy	+1,200	New	+$21.1K	0.03%	186

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Pacifica Partners's SCHB Position: Q2 2026 in Review

Pacifica Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 2.5% in Q2 2026, selling an estimated $2.8K and leaving 3,896 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #146.

Pacifica Partners first reported a position in SCHB in Q1 2022 and has held it in 12 quarters since. The position peaked at $126K in Q4 2023. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Pacifica Partners held 3,896 shares of Schwab US Broad Market ETF worth $112K as of Q2 2026.
Pacifica Partners sold 100 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.8K.
Schwab US Broad Market ETF made up 0.03% of Pacifica Partners's portfolio in Q2 2026, its #146 holding.
Pacifica Partners first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 12 quarters since.
Pacifica Partners's Schwab US Broad Market ETF position peaked at $126K in Q4 2023.
510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.