Ci Private Wealth, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Ci Private Wealth, LLC
- $62.5 Billion
- Q3 2025
Shares
2 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
-
Jones Financial Companies Lllp1.77MShares$00.0% of portfolio
-
Avidian Wealth Solutions, LLC1.55MShares$00.0% of portfolio
-
Jpmorgan Chase & CO New York, NY902KShares$00.0% of portfolio
-
Charles Schwab Trust CO802KShares$00.0% of portfolio