Balboa Wealth Partners Schwab Intermediate Term Us Tr Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$49.25 - $50.96 $123,814 - $128,113	2,514 Added 30.81%	10,673 $525,000
Q1 2023 May 11, 2023	BUY	$48.55 - $50.78 $396,119 - $414,314	8,159 New	8,159 $411,000

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

108M
Shares

$2.61 Billion
1.06% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$259 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.19M
Shares

$126 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$99.2 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$94.6 Million
0.21% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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