Balboa Wealth Partners

Position in SCHW — Schwab Charles Corp

CIK 1929008 SCOTTSDALE, AZ

Position in SCHW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$583,330

-$206,195 QoQ

Shares Held

6,322

-24.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,438

of 2,304 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Balboa Wealth Partners holds $5,823,643 across 5 Capital Markets names. SCHW ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,971	$3,004,780
2	HOOD	Robinhood Markets, Inc.	11,904	$1,193,733
3	MS	Morgan Stanley	4,012	$838,668
4	SCHW	Schwab Charles Corp This page	6,322	$583,330
5	IREN	IREN Ltd	4,442	$203,132

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$583,330	6,322	-24.7%	Shares	Sole	2026-08-10
2026-03-31	$789,525	8,401	-14.5%	Shares	Sole	2026-04-16
2025-12-31	$982,215	9,831	-0.3%	Shares	Sole	2026-01-16
2025-09-30	$941,525	9,862	-11.8%	Shares	Sole	2025-11-06
2025-06-30	$1,019,789	11,177	+4.9%	Shares	Sole	2025-07-29
2025-03-31	$834,151	10,656	+31.2%	Shares	Sole	2025-04-23
2024-12-31	$601,035	8,121	-37.5%	Shares	Sole	2025-02-10
2024-09-30	$842,724	13,003	-2.4%	Shares	Sole	2024-11-06
2024-06-30	$981,698	13,322	-28.4%	Shares	Sole	2024-08-13
2024-03-31	$1,346,753	18,617	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$1,276,308	18,551	+18.2%	Shares	Sole	2024-02-09
2023-09-30	$861,875	15,699	+55.2%	Shares	Defined	2023-10-23
2023-06-30	$573,431	10,117	-51.6%	Shares	Defined	2023-08-08
2023-03-31	$1,095,475	20,914	+20.1%	Shares	Sole	2023-05-12
2022-09-30	$1,251,112	17,408	—	Shares	Sole	2023-01-04
No filing history on record for this holder in this stock.