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 $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
Others Institutions Holding SCHE
# of Institutions
769Shares Held
239MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.84 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$607 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$560 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$208 Million0.3% of portfolio
-
Us Bancorp \De\3.81MShares$109 Million0.14% of portfolio