Captrust Financial Advisors Schwab Strategic Tr Mun Bd ETF Transaction History

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024

A detailed history of Captrust Financial Advisors transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Captrust Financial Advisors holds 37,537 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37,537
Previous 20,888 79.71%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
16,649 Added 79.71%
37,537 $0
Q3 2024

Nov 14, 2024
BUY
N/A
700 Added 3.47%
20,888 $0
Q2 2024

Aug 14, 2024
BUY
N/A
194 Added 0.97%
20,188 $0
Q1 2024

May 15, 2024
SELL
N/A
-16,471 Reduced 45.17%
19,994 $0
Q4 2023

Feb 14, 2024
BUY
N/A
36,465 New
36,465 $0

Others Institutions Holding SCMB

# of Institutions
89
Shares Held
6.88M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR MUN BD ETF

SCMB Quotes by TradingView
  • Ticker SCMB
More about SCMB
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