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Balboa Wealth Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Balboa Wealth Partners’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,138
Closed -$260K – 335
2023
Q1 		$260K Sell
13,138
-6,606
-33% -$128K 0.1% 183
2022
Q4 		$365K Buy
19,744
+2,286
+13% +$42.5K 0.16% 136
2022
Q3 		$302K Buy
+17,458
New +$336K 0.13% 136

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Balboa Wealth Partners's SCHK Position: Q2 2023 in Review

Balboa Wealth Partners sold out of Schwab 1000 Index ETF (SCHK) in Q2 2023, closing a stake of 13,138 shares — an estimated $260K sold.

Balboa Wealth Partners first reported a position in SCHK in Q3 2022 and held it in 3 quarters. The position peaked at $365K in Q4 2022. 129 funds tracked by Wall St. Rank hold SCHK as of Q2 2023.

  • Balboa Wealth Partners reported no remaining Schwab 1000 Index ETF position as of Q2 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 13,138 Schwab 1000 Index ETF shares in Q2 2023, an estimated $260K.
  • Balboa Wealth Partners first reported a position in Schwab 1000 Index ETF in Q3 2022 and held it in 3 quarters.
  • Balboa Wealth Partners's Schwab 1000 Index ETF position peaked at $365K in Q4 2022.
  • 129 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2023.

Based on Balboa Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.