First Pacific Financial Schwab Strategic U.S. Mid Cap Transaction History

First Pacific Financial

$410 Million
Q1 2025

A detailed history of First Pacific Financial transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First Pacific Financial holds 40,729 shares of SCHM stock, worth $1.11 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

40,729

Previous 37,559 8.44%

Holding current value

$1.11 Million

Previous $1.04 Million 2.6%

% of portfolio

0.26%

Previous 0.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$25.58 - $29.24 $81,088 - $92,690	3,170 Added 8.44%	40,729 $1.07 Million
Q4 2024 Jan 14, 2025	BUY	$27.54 - $83.04 $599,986 - $1.81 Million	21,786 Added 138.12%	37,559 $1.04 Million
Q3 2024 Oct 15, 2024	SELL	$75.47 - $83.18 $52,678 - $58,059	-698 Reduced 4.24%	15,773 $1.31 Million
Q2 2024 Jul 19, 2024	SELL	$75.69 - $81.19 $31,562 - $33,856	-417 Reduced 2.47%	16,471 $1.28 Million
Q1 2024 Apr 24, 2024	SELL	$72.89 - $81.43 $475,607 - $531,330	-6,525 Reduced 27.87%	16,888 $1.38 Million
Q4 2023 Jan 17, 2024	SELL	$63.01 - $75.95 $102,076 - $123,039	-1,620 Reduced 6.47%	23,413 $1.76 Million
Q3 2023 Oct 23, 2023	SELL	$66.75 - $73.98 $22,628 - $25,079	-339 Reduced 1.34%	25,033 $1.69 Million
Q2 2023 Aug 08, 2023	SELL	$65.29 - $71.03 $20,435 - $22,232	-313 Reduced 1.22%	25,372 $1.8 Million
Q1 2023 Apr 21, 2023	SELL	$64.24 - $73.9 $141,841 - $163,171	-2,208 Reduced 7.92%	25,685 $1.74 Million
Q4 2022 Jan 27, 2023	SELL	$61.05 - $69.94 $14,896 - $17,065	-244 Reduced 0.87%	27,893 $0
Q3 2022 Oct 21, 2022	SELL	$60.5 - $72.51 $2,904 - $3,480	-48 Reduced 0.17%	28,137 $1.7 Million
Q2 2022 Jul 20, 2022	BUY	$60.91 - $76.4 $1.28 Million - $1.61 Million	21,046 Added 294.8%	28,185 $1.77 Million
Q1 2022 Apr 25, 2022	BUY	$70.66 - $80.89 $504,441 - $577,473	7,139 New	7,139 $542,000

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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First Pacific Financial Schwab Strategic U.S. Mid Cap Transaction History