Balboa Wealth Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Balboa Wealth Partners’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$602K	Buy	+12,505	New	+$620K	0.08%	207

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

Balboa Wealth Partners opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026: 12,505 shares worth $602K. The stake represents 0.08% of the portfolio and ranks #207 among its holdings.

519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Balboa Wealth Partners held 12,505 shares of Schwab International Small-Cap Equity ETF worth $602K as of Q2 2026.
Schwab International Small-Cap Equity ETF was a new Balboa Wealth Partners position in Q2 2026.
Schwab International Small-Cap Equity ETF made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #207 holding.
519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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