Balboa Wealth Partners Schwab Strategic Tr Intl Divid Transaction History
Balboa Wealth Partners
- $310 Million
- Q1 2024
A detailed history of Balboa Wealth Partners transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Balboa Wealth Partners holds 9,939 shares of SCHY stock, worth $243,406. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,939
Previous 9,939
-0.0%
Holding current value
$243,406
Previous $244,000
1.23%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
111Shares Held
11.2MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.75MShares$43 Million0.21% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.07MShares$26.1 Million0.01% of portfolio
-
Summit Asset Management, LLC Memphis, TN792KShares$19.4 Million2.28% of portfolio
-
Jane Street Group, LLC New York, NY615KShares$15.1 Million0.02% of portfolio
-
Souders Financial Advisors521KShares$12.8 Million2.07% of portfolio