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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Pacifica Partners's SCHW Position: Q2 2026 in Review

Pacifica Partners reduced its Charles Schwab (SCHW) stake by 91% in Q2 2026, selling an estimated $97.1K and leaving 101 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Pacifica Partners first reported a position in SCHW in Q1 2020 and has held it in 14 quarters since. The position peaked at $118K in Q4 2025. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Pacifica Partners held 101 shares of Charles Schwab worth $9.8K as of Q2 2026.
Pacifica Partners sold 1,065 Charles Schwab shares in Q2 2026, an estimated $97.1K.
Charles Schwab made up ﹤0.01% of Pacifica Partners's portfolio in Q2 2026, its #311 holding.
Pacifica Partners first reported a position in Charles Schwab in Q1 2020 and has held it in 14 quarters since.
Pacifica Partners's Charles Schwab position peaked at $118K in Q4 2025.
689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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