Balboa Wealth Partners Schwab Strategic Tr Us Emergin Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Balboa Wealth Partners holds 17,403 shares of SCHE stock, worth $482,585. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,403
Previous 14,523
19.83%
Holding current value
$482,585
Previous $385,000
31.69%
% of portfolio
0.13%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
778Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$589 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$533 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$217 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$106 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$78.9 Million4.21% of portfolio