BWP
SCHV

Balboa Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Balboa Wealth Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,503
Closed -$302K – 317
2023
Q2 		$302K Buy
+13,503
New +$295K 0.11% 155
2023
Q1 		– Sell
-13,356
Closed -$294K – 319
2022
Q4 		$294K Buy
+13,356
New +$289K 0.13% 158

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Balboa Wealth Partners's SCHV Position: Q3 2023 in Review

Balboa Wealth Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 13,503 shares — an estimated $302K sold.

Balboa Wealth Partners first reported a position in SCHV in Q4 2022 and held it in 2 quarters. The position peaked at $302K in Q2 2023. 644 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

  • Balboa Wealth Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 13,503 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $302K.
  • Balboa Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 2 quarters.
  • Balboa Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $302K in Q2 2023.
  • 644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.