Balboa Wealth Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,663	Closed	-$240K	–	403
2025 Q1	$240K	Buy	+9,663	New	+$237K	0.06%	231
2023 Q3	–	Sell	-21,346	Closed	-$526K	–	316
2023 Q2	$526K	Buy	21,346 +5,028	+31%	+$126K	0.18%	106
2023 Q1	$411K	Buy	+16,318	New	+$407K	0.16%	130

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Balboa Wealth Partners's SCHR Position: Q2 2025 in Review

Balboa Wealth Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 9,663 shares — an estimated $240K sold.

Balboa Wealth Partners first reported a position in SCHR in Q1 2023 and held it in 3 quarters. The position peaked at $526K in Q2 2023. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

Balboa Wealth Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Balboa Wealth Partners sold 9,663 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $240K.
Balboa Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and held it in 3 quarters.
Balboa Wealth Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $526K in Q2 2023.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.