Ae Wealth Management LLC Schwab Strategic Tr Mun Bd ETF Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 196 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

196

Holding current value

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	N/A	196 New	196 $0
Q4 2023 Feb 14, 2024	BUY	N/A	9,092 New	9,092 $0

Others Institutions Holding SCMB

# of Institutions

Shares Held

6.83M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

1.16M
Shares

$0
0.0% of portfolio
Fort Point Capital Partners LLC San Francisco, CA

796K
Shares

$0
0.0% of portfolio
Pallas Capital Advisors LLC Braintree, MA

669K
Shares

$0
0.0% of portfolio
Wedmont Private Capital

574K
Shares

$0
0.0% of portfolio
Charles Schwab Trust CO

528K
Shares

$0
0.0% of portfolio

View Full List

About SCHWAB STRATEGIC TR MUN BD ETF

Ticker SCMB

More about SCMB

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