Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pacific Edge Advisors, LLC (CIK 1768887) reported $205.6M across 39 reported positions in its SEC 13F filing for 2021-09-30. Largest positions: SCHX ($70.8M, 34.43%), SCHA ($15.2M, 7.39%), SCHF ($13.1M, 6.37%), SCHM ($12.1M, 5.89%), SRLN ($10.9M, 5.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $70.8M | 34.43% | 680,375 | Added |
| 2 | SCHA | SCHWAB STRATEGIC TR | $15.2M | 7.39% | 151,675 | Added |
| 3 | SCHF | SCHWAB STRATEGIC TR | $13.1M | 6.37% | 338,260 | Added |
| 4 | SCHM | SCHWAB STRATEGIC TR | $12.1M | 5.89% | 157,980 | Added |
| 5 | SRLN | SSGA ACTIVE ETF TR | $10.9M | 5.31% | 237,055 | Added |
| 6 | IVV | ISHARES TR | $10.4M | 5.07% | 24,200 | Trimmed |
| 7 | SHM | SPDR SER TR | $9.2M | 4.49% | 186,980 | Added |
| 8 | IJR | ISHARES TR | $6.2M | 3.01% | 56,700 | Added |
| 9 | EFA | ISHARES TR | $6.1M | 2.97% | 78,300 | Added |
| 10 | SCHZ | SCHWAB STRATEGIC TR | $5.8M | 2.81% | 106,450 | Added |
| 11 | BXMT | BLACKSTONE MTG TR INC | $5.5M | 2.66% | 180,355 | Trimmed |
| 12 | ICSH | ISHARES TR | $5.4M | 2.62% | 106,800 | Added |
| 13 | SGOV | ISHARES TR | $5.0M | 2.43% | 50,000 | New |
| 14 | IJH | ISHARES TR | $4.7M | 2.27% | 17,750 | Trimmed |
| 15 | TFI | SPDR SER TR | $3.8M | 1.86% | 74,350 | Added |
| 16 | MEAR | ISHARES U S ETF TR | $3.0M | 1.48% | 60,750 | Added |
| 17 | SCHD | SCHWAB STRATEGIC TR | $2.9M | 1.39% | 38,510 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $2.1M | 1.03% | 643 | Trimmed |
| 19 | IGSB | ISHARES TR | $1.6M | 0.76% | 28,530 | Trimmed |
| 20 | SCHO | SCHWAB STRATEGIC TR | $1.3M | 0.63% | 25,100 | Trimmed |
| 21 | AAPL | APPLE INC | $1.3M | 0.62% | 9,005 | Added |
| 22 | MSFT | MICROSOFT CORP | $1.1M | 0.53% | 3,838 | Hold |
| 23 | PPBI | PACIFIC PREMIER BANCORP | $945,000 | 0.46% | 22,803 | Hold |
| 24 | VOO | VANGUARD INDEX FDS | $954,000 | 0.46% | 2,419 | Hold |
| 25 | EMXC | ISHARES INC | $910,000 | 0.44% | 15,000 | Added |
Source: SEC Form 13F filings · as of 2021-09-30