Warren Averett Asset Management, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 17,402 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,402
Previous 18,202
4.4%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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