Schwab Strategic Tr shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $301k | 12k | 26.17 |
| 2024-06-30 | $234k | 9.9k | 23.57 |
| 2024-03-31 | $241k | 9.9k | 24.26 |
| 2023-12-31 | $244k | 9.9k | 24.59 |
| 2023-09-30 | $229k | 9.9k | 23.00 |
| 2023-06-30 | $219k | 9.1k | 23.94 |