Balboa Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
+11,218
| New | +$274K | 0.06% | 265 |
|
|
2023
Q4 | – | Sell |
-14,253
| Closed | -$240K | – | 312 |
|
|
2023
Q3 | $240K | Sell |
14,253
-813
| -5% | -$13.7K | 0.09% | 187 |
|
|
2023
Q2 | $263K | Sell |
15,066
-1,281
| -8% | -$22.4K | 0.09% | 180 |
|
|
2023
Q1 | $264K | Sell |
16,347
-1,881
| -10% | -$30.3K | 0.1% | 179 |
|
|
2022
Q4 | $274K | Sell |
18,228
-597
| -3% | -$8.99K | 0.12% | 168 |
|
|
2022
Q3 | $266K | Buy |
+18,825
| New | +$266K | 0.12% | 156 |
|