Balboa Wealth Partners Schwab Strategic Tr Intl Divid Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 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 11,492 shares of SCHY stock, worth $265,465. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,492
Previous 9,939
15.63%
Holding current value
$265,465
Previous $234,000
28.21%
% of portfolio
0.08%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SCHY
# of Institutions
126Shares Held
9.64MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$45.8 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$19.4 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.1 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$8.71 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.57 Million0.0% of portfolio