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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
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

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HSA
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MGIA
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Northwestern Mutual Wealth Management
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SEI Investments
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Betterment LLC
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SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return