Balboa Wealth Partners Schwab Strategic Tr Us Broad M Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
A detailed history of Balboa Wealth Partners transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Balboa Wealth Partners holds 8,128 shares of SCHB stock, worth $209,864. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,128Holding current value
$209,864% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,378Shares Held
501MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
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Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio