Investment Planning Advisors, Inc. Schwab Strategic Tr Mun Bd ETF Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 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 68,816 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
68,816
Previous 62,039
10.92%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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