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Schwab Strategic Tr shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $243k 10k 24.16
2024-09-30 $493k 9.4k 52.53
2024-06-30 $553k 11k 51.40
2024-03-31 $555k 11k 52.05
2023-12-31 $558k 11k 52.61
2023-09-30 $446k 9.0k 49.58

More positions owned by Balboa Wealth Partners

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

View all positions for Balboa Wealth Partners

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of America Corporation
Jones Financial Companies, L.L
Streettalk Advisors
Fort Point Capital Partners
Crestwood Advisors
Pallas Capital Advisors
United Capital Financial Advisers
Envestnet Asset Management
Wedmont Private Capital
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Smith, Moore & Co.
Quantinno Capital Management

View all funds holding Schwab Strategic Tr