Balboa Wealth Partners »

Schwab U S Large Cap Growth ETF shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $258k 7.6k 33.84

More positions owned by Balboa Wealth Partners

Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Micron Technology (MU)
Alphabet Cap Stk Cl C (GOOG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Sterling Construction Company (STRL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Balboa Wealth Partners

Top funds holding Schwab U S Large Cap Growth ETF

Charles Schwab Investment Management
Sixth Street Partners Management Company
Envestnet Asset Management
Sei Investments
Financial Engines Advisors L.L.C
LPL Financial
Mariner Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Vantagepoint Investment Advisers
Raymond James Financial
Ameriprise Financial
Honkamp Krueger Financial Services
Fund Evaluation Group
Mather Group

View all funds holding Schwab U S Large Cap Growth ETF