Root Financial Partners, LLC Schwab Strategic Tr Mun Bd ETF Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,080 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,080
Previous 22,672 95.24%
Holding current value
$0
Previous $571 Million 95.16%
% of portfolio
0.0%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
N/A
-21,592 Reduced 95.24%
1,080 $27.7 Million
Q1 2025

Apr 24, 2025
BUY
N/A
7,833 Added 52.79%
22,672 $575 Million
Q4 2024

Jan 29, 2025
BUY
N/A
14,839 New
14,839 $381 Million

Others Institutions Holding SCMB

# of Institutions
134
Shares Held
73.5M
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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