Heartwood Wealth Advisors LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 9,243 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,243
Previous 9,243
-0.0%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCMB
# of Institutions
133Shares Held
73.6MCall 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