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Balboa Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Balboa Wealth Partners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401K Buy
10,887
+3,047
+39% +$105K 0.05% 280
2026
Q1 		$243K Buy
+7,840
New +$250K 0.04% 354

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

Balboa Wealth Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 39% in Q2 2026, buying an estimated $105K and bringing the position to 10,887 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #280.

Balboa Wealth Partners first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Balboa Wealth Partners held 10,887 shares of Schwab US Mid-Cap ETF worth $401K as of Q2 2026.
  • Balboa Wealth Partners bought 3,047 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $105K.
  • Schwab US Mid-Cap ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #280 holding.
  • Balboa Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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