Balboa Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$830K	Buy	26,184 +3,738	+17%	+$119K	0.11%	152
2026 Q1	$689K	Buy	22,446 +70	+0.3%	+$2.12K	0.12%	153
2025 Q4	$614K	Buy	22,376 +2,218	+11%	+$60.3K	0.1%	160
2025 Q3	$550K	Sell	20,158 -21	-0.1%	-$573	0.09%	173
2025 Q2	$535K	Buy	20,179 +1,601	+9%	+$41.8K	0.11%	152
2025 Q1	$519K	Buy	18,578 +10,586	+132%	+$295K	0.13%	129
2024 Q4	$218K	Sell	7,992 -26,160	-77%	-$744K	0.05%	263
2024 Q3	$962K	Buy	34,152 +1,299	+4%	+$35.4K	0.24%	80
2024 Q2	$852K	Sell	32,853 -1,059	-3%	-$27.6K	0.22%	83
2024 Q1	$911K	Sell	33,912 -23,211	-41%	-$600K	0.27%	72
2023 Q4	$1.45M	Buy	57,123 +16,293	+40%	+$388K	0.48%	31
2023 Q3	$963K	Buy	40,830 +3,651	+10%	+$89.6K	0.36%	46
2023 Q2	$900K	Sell	37,179 -1,500	-4%	-$35.8K	0.31%	54
2023 Q1	$943K	Buy	38,679 +1,188	+3%	+$29.7K	0.36%	55
2022 Q4	$944K	Buy	37,491 +1,275	+4%	+$31.5K	0.43%	58
2022 Q3	$802K	Buy	+36,216	New	+$880K	0.35%	57

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Balboa Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, buying an estimated $119K and bringing the position to 26,184 shares worth $830K. The position accounts for 0.11% of the portfolio, ranked #152.

Balboa Wealth Partners first reported a position in SCHD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.45M in Q4 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Balboa Wealth Partners held 26,184 shares of Schwab US Dividend Equity ETF worth $830K as of Q2 2026.
Balboa Wealth Partners bought 3,738 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $119K.
Schwab US Dividend Equity ETF made up 0.11% of Balboa Wealth Partners's portfolio in Q2 2026, its #152 holding.
Balboa Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 16 quarters since.
Balboa Wealth Partners's Schwab US Dividend Equity ETF position peaked at $1.45M in Q4 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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