Balboa Wealth Partners Schwab Strategic Tr Intl Divid Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Balboa Wealth Partners holds 9,939 shares of SCHY stock, worth $257,917. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,939
Previous 9,939
-0.0%
Holding current value
$257,917
Previous $241,000
2.9%
% of portfolio
0.06%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
124Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$45.4 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$27.2 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$21.5 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$14 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.79 Million0.06% of portfolio