Balboa Wealth Partners Schwab Strategic Tr Us Emergin Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 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 17,403 shares of SCHE stock, worth $482,585. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,403
Previous 14,523 19.83%
Holding current value
$482,585
Previous $385,000 31.69%
% of portfolio
0.13%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
778
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email