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Schwab Strategic Tr us reit etf shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Schwab Strategic Tr us reit etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us reit etf held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $725k 31k 23.68

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 Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Us Bancorp
FMR
Creative Planning
Envestnet Asset Management
Dumac
Two Sigma Investments
HPM Partners
Benjamin Edwards
Ameriprise Financial
Mason Street Advisors
Elm Partners Management
Charles Schwab Trust
Huntington Asset Advisors

View all funds holding Schwab Strategic Tr us reit etf