Values Added Financial LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Values Added Financial LLC
- $237 Billion
- Q4 2025
A detailed history of Values Added Financial LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Values Added Financial LLC holds 49,293 shares of SCMB stock, worth $0. This represents 0.54% of its overall portfolio holdings.
Number of Shares
49,293Holding current value
$0% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding SCMB
# of Institutions
135Shares Held
74.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA59.8MShares$00.0% of portfolio
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Jones Financial Companies Lllp1.77MShares$00.0% of portfolio
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Avidian Wealth Solutions, LLC1.55MShares$00.0% of portfolio
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Charles Schwab Trust CO916KShares$00.0% of portfolio
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Jpmorgan Chase & CO New York, NY902KShares$00.0% of portfolio