Investment Planning Advisors, Inc. Schwab Strategic Tr Mun Bd ETF Transaction History

Investment Planning Advisors, Inc.

  • $286 Million
  • Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 82,331 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
82,331
Previous 68,816 19.64%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
N/A
13,515 Added 19.64%
82,331 $0
Q3 2025

Oct 21, 2025
BUY
N/A
6,777 Added 10.92%
68,816 $0
Q2 2025

Jul 21, 2025
BUY
N/A
6,572 Added 11.85%
62,039 $0
Q1 2025

Apr 22, 2025
BUY
N/A
55,467 New
55,467 $0

Others Institutions Holding SCMB

# of Institutions
135
Shares Held
74.3M
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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