Balboa Wealth Partners Schwab Strategic Tr Mun Bd ETF Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
Shares
5 transactions
Others Institutions Holding SCMB
# of Institutions
133Shares Held
73.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA59.8MShares$00.0% of portfolio
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Jones Financial Companies Lllp1.77MShares$00.0% of portfolio
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Avidian Wealth Solutions, LLC1.55MShares$00.0% of portfolio
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Jpmorgan Chase & CO New York, NY902KShares$00.0% of portfolio
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Charles Schwab Trust CO802KShares$00.0% of portfolio