SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 26,168 Value ($000) $857 Avg Close Range
Q3 2025
Shares 27,344 Value ($000) $912 Avg Close Range
Q2 2025
Shares 24,729 Value ($000) $745 Avg Close Range
Q1 2025
Shares 20,609 Value ($000) $568 Avg Close Range
Q4 2024
Shares 21,747 Value ($000) $579 Avg Close Range
Q3 2024
Shares 17,403 Value ($000) $508 Avg Close Range
Q2 2024
Shares 14,523 Value ($000) $386 Avg Close Range