Burling Wealth Partners, LLC Schwab Strategic Tr Mun Bd ETF Transaction History

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025

A detailed history of Burling Wealth Partners, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 10,625 shares of SCMB stock, worth $0. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,625
Previous 8,625 23.19%
Holding current value
$0
Previous $217 Million 25.29%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
2,000 Added 23.19%
10,625 $272 Million
Q2 2025

Aug 08, 2025
BUY
N/A
8,625 New
8,625 $217 Million

Others Institutions Holding SCMB

# of Institutions
135
Shares Held
74.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR MUN BD ETF

SCMB Quotes by TradingView
  • Ticker SCMB
More about SCMB
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