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Balboa Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Balboa Wealth Partners’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.69M Buy
74,349
+59,252
+392% +$1.96M 0.37% 45
2026
Q1 		$439K Buy
15,097
+3,529
+31% +$106K 0.07% 223
2025
Q4 		$329K Buy
+11,568
New +$327K 0.05% 269

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Balboa Wealth Partners's SCHA Position: Q2 2026 in Review

Balboa Wealth Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 392% in Q2 2026, buying an estimated $1.96M and bringing the position to 74,349 shares worth $2.69M. The position accounts for 0.37% of the portfolio, ranked #45.

Balboa Wealth Partners first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Balboa Wealth Partners held 74,349 shares of Schwab U.S Small- Cap ETF worth $2.69M as of Q2 2026.
  • Balboa Wealth Partners bought 59,252 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.96M.
  • Schwab U.S Small- Cap ETF made up 0.37% of Balboa Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Balboa Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.