Pacifica Partners’s Charles Schwab SCHW Stock Holding History

Pacifica Partners’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.9K	Sell	60 -41	-41%	-$4.32K	﹤0.01%	326
2026 Q2	$9.8K	Sell	101 -1,065	-91%	-$97.1K	﹤0.01%	311
2026 Q1	$110K	Hold	1,166	–	–	0.04%	147
2025 Q4	$118K	Hold	1,166	–	–	0.05%	133
2025 Q3	$108K	Buy	1,166 +30	+3%	+$2.85K	0.04%	147
2025 Q2	$102K	Sell	1,136 -15	-1%	-$1.26K	0.04%	146
2025 Q1	$86.2K	Buy	1,151 +41	+4%	+$3.22K	0.04%	154
2024 Q4	$81.9K	Hold	1,110	–	–	0.04%	162
2024 Q3	$71.9K	Hold	1,110	–	–	0.03%	179
2024 Q2	$82.3K	Buy	1,110 +45	+4%	+$3.32K	0.04%	165
2024 Q1	$75.9K	Hold	1,065	–	–	0.03%	174
2023 Q4	$66.3K	Hold	1,065	–	–	0.03%	181
2023 Q3	$54.4K	Buy	+1,065	New	+$64.4K	0.03%	184
2020 Q3	–	Sell	-102	Closed	-$3K	–	375
2020 Q2	$3K	Hold	102	–	–	﹤0.01%	329
2020 Q1	$4K	Buy	+102	New	+$4.28K	0.01%	304

Other funds holding SCHW

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pacifica Partners's SCHW Position: Q3 2026 in Review

Pacifica Partners reduced its Charles Schwab (SCHW) stake by 41% in Q3 2026, selling an estimated $4.32K and leaving 60 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Pacifica Partners first reported a position in SCHW in Q1 2020 and has held it in 15 quarters since. The position peaked at $118K in Q4 2025. 666 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Pacifica Partners held 60 shares of Charles Schwab worth $5.9K as of Q3 2026.
Pacifica Partners sold 41 Charles Schwab shares in Q3 2026, an estimated $4.32K.
Charles Schwab made up ﹤0.01% of Pacifica Partners's portfolio in Q3 2026, its #326 holding.
Pacifica Partners first reported a position in Charles Schwab in Q1 2020 and has held it in 15 quarters since.
Pacifica Partners's Charles Schwab position peaked at $118K in Q4 2025.
666 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.