Investment Planning Advisors, Inc. Schwab Strategic Tr Mun Bd ETF Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 62,039 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
62,039
Previous 55,467
11.85%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCMB
# of Institutions
111Shares Held
64.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA52.6MShares$00.0% of portfolio
-
Jones Financial Companies Lllp2.95MShares$00.0% of portfolio
-
Fort Point Capital Partners LLC San Francisco, CA1.24MShares$00.0% of portfolio
-
Charles Schwab Trust CO802KShares$00.0% of portfolio
-
Pallas Capital Advisors LLC Braintree, MA756KShares$00.0% of portfolio