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

Balboa Wealth Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.85M Buy
266,627
+207,701
+352% +$5.93M 1.07% 17
2026
Q1 		$1.51M Buy
58,926
+10,482
+22% +$281K 0.25% 68
2025
Q4 		$1.3M Buy
48,444
+23,116
+91% +$617K 0.22% 76
2025
Q3 		$667K Buy
25,328
+14,110
+126% +$358K 0.12% 143
2025
Q2 		$274K Buy
+11,218
New +$254K 0.06% 265
2023
Q4 		– Sell
-14,253
Closed -$240K – 313
2023
Q3 		$240K Sell
14,253
-813
-5% -$14.3K 0.09% 187
2023
Q2 		$263K Sell
15,066
-1,281
-8% -$21.2K 0.09% 180
2023
Q1 		$264K Sell
16,347
-1,881
-10% -$29.6K 0.1% 179
2022
Q4 		$274K Sell
18,228
-597
-3% -$9.04K 0.12% 168
2022
Q3 		$266K Buy
+18,825
New +$295K 0.12% 156

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Balboa Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 352% in Q2 2026, buying an estimated $5.93M and bringing the position to 266,627 shares worth $7.85M. The position accounts for 1.07% of the portfolio, ranked #17.

Balboa Wealth Partners first reported a position in SCHX in Q3 2022 and has held it in 10 quarters since. 1,609 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Balboa Wealth Partners held 266,627 shares of Schwab US Large- Cap ETF worth $7.85M as of Q2 2026.
  • Balboa Wealth Partners bought 207,701 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.93M.
  • Schwab US Large- Cap ETF made up 1.07% of Balboa Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Balboa Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 10 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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