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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,503	Closed	-$302K	–	317
2023 Q2	$302K	Buy	+13,503	New	+$302K	0.11%	155
2023 Q1	–	Sell	-13,356	Closed	-$294K	–	319
2022 Q4	$294K	Buy	+13,356	New	+$294K	0.13%	158