A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 58,104 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58,104
Previous 13,995 315.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
N/A
44,109 Added 315.18%
58,104 $0
Q3 2024

Nov 12, 2024

SELL
N/A
-5,000 Reduced 26.32%
13,995 $0
Q2 2024

Aug 14, 2024

BUY
N/A
18,995 New
18,995 $0

Others Institutions Holding SCMB

About SCHWAB STRATEGIC TR MUN BD ETF


  • Ticker SCMB
More about SCMB
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.