Balboa Wealth Partners Schwab Us Aggregate Bond ETF 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	$45.86 - $47.33 $29,212 - $30,149	637 Added 6.11%	11,068 $510,000
Q1 2023 May 11, 2023	BUY	$45.33 - $47.44 $472,837 - $494,846	10,431 New	10,431 $489,000

Others Institutions Holding SCHZ

# of Institutions

627

Shares Held

81.7M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$145 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95.2 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.9 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.3 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

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.