Pacifica Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pacifica Partners’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-450	Closed	-$10.9K	–	543
2025 Q2	$10.9K	Hold	450	–	–	﹤0.01%	326
2025 Q1	$9.54K	Hold	450	–	–	﹤0.01%	339
2024 Q4	$10.4K	Hold	450	–	–	﹤0.01%	332
2024 Q3	$10.2K	Hold	450	–	–	﹤0.01%	351
2024 Q2	$9.77K	Hold	450	–	–	﹤0.01%	365
2024 Q1	$9.25K	Hold	450	–	–	﹤0.01%	369
2023 Q4	$8.11K	Hold	450	–	–	﹤0.01%	394
2023 Q3	$7.53K	Hold	450	–	–	﹤0.01%	380
2023 Q2	$7.86K	Hold	450	–	–	﹤0.01%	329
2023 Q1	$7.2K	Hold	450	–	–	﹤0.01%	346
2022 Q4	$6.75K	Sell	450 -6	-1%	-$91	﹤0.01%	322
2022 Q3	$7K	Sell	456 -840	-65%	-$13.2K	0.01%	337
2022 Q2	$20K	Buy	1,296 +648	+100%	+$10.5K	0.01%	246
2022 Q1	$23K	Sell	648 -648	-50%	-$11.5K	0.02%	231
2021 Q4	$24K	Buy	+1,296	New	+$23.9K	0.02%	227

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Pacifica Partners's SCHX Position: Q3 2025 in Review

Pacifica Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 450 shares — an estimated $10.9K sold.

Pacifica Partners first reported a position in SCHX in Q4 2021 and held it in 15 quarters. The position peaked at $24K in Q4 2021. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Pacifica Partners reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
Pacifica Partners sold 450 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $10.9K.
Pacifica Partners first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 15 quarters.
Pacifica Partners's Schwab US Large- Cap ETF position peaked at $24K in Q4 2021.
1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Pacifica Partners's 13F filing for Q3 2025, filed 9 Oct 2025.