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 $497,725. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,403
Previous 14,523 19.83%
Holding current value
$497,725
Previous $385,000 31.69%
% of portfolio
0.13%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$25.45 - $29.53 $73,296 - $85,046
2,880 Added 19.83%
17,403 $507,000
Q2 2024

Aug 13, 2024

BUY
$24.67 - $27.2 $358,282 - $395,025
14,523 New
14,523 $385,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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