Skip to content
Disclosery

Balboa Wealth Partners: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balboa Wealth Partners on SCHD, newest first. How the timeline and the estimate are built.

Balboa Wealth Partners held 26,184 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,184 shares
    Change vs previous 13F +3,738 shares

    0.11% of the 13F portfolio, value $830,283.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,446 shares
    Change vs previous 13F +70 shares

    0.12% of the 13F portfolio, value $688,644.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,376 shares
    Change vs previous 13F +2,218 shares

    0.1% of the 13F portfolio, value $613,771.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,158 shares
    Change vs previous 13F -21 shares

    0.09% of the 13F portfolio, value $550,323.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,179 shares
    Change vs previous 13F +1,601 shares

    0.11% of the 13F portfolio, value $534,730.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,578 shares
    Change vs previous 13F +10,586 shares

    0.13% of the 13F portfolio, value $519,449.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,992 shares
    Change vs previous 13F -3,392 shares

    0.05% of the 13F portfolio, value $218,344.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,384 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $962,327.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).