Schwab Strategic Tr shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) 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 | $493k | 9.4k | 52.53 |
| 2024-06-30 | $553k | 11k | 51.40 |
| 2024-03-31 | $555k | 11k | 52.05 |
| 2023-12-31 | $558k | 11k | 52.61 |
| 2023-09-30 | $446k | 9.0k | 49.58 |