Balboa Wealth Partners Schwab Strategic Tr Us Emergin Transaction History

Balboa Wealth Partners

  • $552 Million
  • Q3 2025

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 27,344 shares of SCHE stock, worth $924,500. This represents 0.17% of its overall portfolio holdings.

Number of Shares
27,344
Previous 24,729 10.57%
Holding current value
$924,500
Previous $745,000 22.42%
% of portfolio
0.17%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$30.13 - $33.37 $78,789 - $87,262
2,615 Added 10.57%
27,344 $912,000
Q2 2025

Jul 29, 2025
BUY
$24.38 - $30.18 $100,445 - $124,341
4,120 Added 19.99%
24,729 $745,000
Q1 2025

Apr 23, 2025
SELL
$25.81 - $28.52 $29,371 - $32,455
-1,138 Reduced 5.23%
20,609 $568,000
Q4 2024

Feb 10, 2025
BUY
$26.63 - $30.23 $115,680 - $131,319
4,344 Added 24.96%
21,747 $579,000
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
893
Shares Held
156M
Call Options Held
18.3K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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