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Schwab Strategic Tr us lrg cap etf shares owned by Balboa Wealth Partners

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

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap 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 lrg cap etf by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $667k 25k 26.34
2025-06-30 $274k 11k 24.44
2023-09-30 $240k 4.8k 50.60
2023-06-30 $263k 5.0k 52.37
2023-03-31 $264k 5.4k 48.37
2022-12-31 $274k 6.1k 45.15
2022-09-30 $266k 6.3k 42.39

More positions owned by Balboa Wealth Partners

Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
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)
Applovin Corp Com Cl A (APP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)

View all positions for Balboa Wealth Partners

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf