Balboa Wealth Partners Schwab Strategic Tr Us Dividen Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Balboa Wealth Partners holds 10,951 shares of SCHD stock, worth $922,731. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,951
Previous 11,304
3.12%
Holding current value
$922,731
Previous $911,000
6.59%
% of portfolio
0.23%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio