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Schwab Strategic Tr cmn shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 cmn by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $302k 4.5k 67.09
2022-12-31 $294k 4.5k 66.01

More positions owned by Balboa Wealth Partners

Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Advanced Micro Devices (AMD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Applovin Corp Com Cl A (APP)
Palantir Technologies Cl A (PLTR)

View all positions for Balboa Wealth Partners

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Betterment
LPL Financial
Gemmer Asset Management
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn