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Schwab Strategic Tr shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) 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
2026-03-31 $212k 8.2k 26.00

More positions owned by Balboa Wealth Partners

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

Toroso Investments
Cornerstone Enterprises
Charles Schwab Trust
L2 Asset Management
Jane Street
Jones Financial Companies, L.L
Dahring | Cusmano
Huntington Asset Advisors
CFG Wealth Management Services
Summit Financial
Old Mission Capital
Mfg Wealth Management
Mma Asset Management
Gts Securities
Harbour Investments

View all funds holding Schwab Strategic Tr