SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Balboa Wealth Partners's Holding History (CIK: 0001929008)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 48,444 Value ($000) $1,304 Avg Close — Range —
Q3 2025
Shares 25,328 Value ($000) $667 Avg Close — Range —
Q2 2025
Shares 11,218 Value ($000) $274 Avg Close — Range —
Q3 2023
Shares 4,751 Value ($000) $240 Avg Close — Range —
Q2 2023
Shares 5,022 Value ($000) $263 Avg Close — Range —
Q1 2023
Shares 5,449 Value ($000) $264 Avg Close — Range —
Q4 2022
Shares 6,076 Value ($000) $274 Avg Close — Range —
Q3 2022
Shares 6,275 Value ($000) $0 Avg Close — Range —