Latest Institutional Purchases of Schwab Strategic Tr Mun Bd ETF (SCMB)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Mun Bd ETF (SCMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
500+ 73.96% |
N/A
|
1.18K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
205New |
N/A
|
205
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
205New |
N/A
|
205
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
50+ 0.67% |
N/A
|
7.51K
$0
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.6KNew |
N/A
|
33.6K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
400New |
N/A
|
400
$0
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.4KNew |
N/A
|
26.4K
$0
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
627New |
N/A
|
627
$0
|
|