Balboa Wealth Partners Schwab Strategic Tr Us Emergin Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 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 21,747 shares of SCHE stock, worth $608,263. This represents 0.14% of its overall portfolio holdings.

Number of Shares
21,747
Previous 17,403 24.96%
Holding current value
$608,263
Previous $507,000 14.2%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$26.63 - $30.23 $115,680 - $131,319
4,344 Added 24.96%
21,747 $579,000
Q3 2024

Nov 06, 2024
BUY
$25.45 - $29.53 $73,296 - $85,046
2,880 Added 19.83%
17,403 $507,000
Q2 2024

Aug 13, 2024
BUY
$24.67 - $27.2 $358,282 - $395,025
14,523 New
14,523 $385,000

Others Institutions Holding SCHE

# of Institutions
830
Shares Held
143M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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