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Balboa Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Balboa Wealth Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Buy
8,610
+482
+6% +$13.5K 0.03% 387
2026
Q1 		$204K Hold
8,128
– – 0.03% 395
2025
Q4 		$213K Hold
8,128
– – 0.04% 369
2025
Q3 		$209K Buy
+8,128
New +$201K 0.04% 346

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Betterment LLC
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R
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SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Balboa Wealth Partners increased its Schwab US Broad Market ETF (SCHB) stake by 5.9% in Q2 2026, buying an estimated $13.5K and bringing the position to 8,610 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #387.

Balboa Wealth Partners first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Balboa Wealth Partners held 8,610 shares of Schwab US Broad Market ETF worth $249K as of Q2 2026.
  • Balboa Wealth Partners bought 482 Schwab US Broad Market ETF shares in Q2 2026, an estimated $13.5K.
  • Schwab US Broad Market ETF made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #387 holding.
  • Balboa Wealth Partners first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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