Captrust Financial Advisors Schwab Strategic Tr Mun Bd ETF Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Captrust Financial Advisors holds 55,477 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
55,477
Previous 38,699 43.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
16,778 Added 43.36%
55,477 $0
Q1 2025

May 14, 2025
BUY
N/A
1,162 Added 3.1%
38,699 $0
Q4 2024

Feb 14, 2025
BUY
N/A
16,649 Added 79.71%
37,537 $0
Q3 2024

Nov 14, 2024
BUY
N/A
700 Added 3.47%
20,888 $0
Q2 2024

Aug 14, 2024
BUY
N/A
194 Added 0.97%
20,188 $0
Q1 2024

May 15, 2024
SELL
N/A
-16,471 Reduced 45.17%
19,994 $0
Q4 2023

Feb 14, 2024
BUY
N/A
36,465 New
36,465 $0

Others Institutions Holding SCMB

# of Institutions
112
Shares Held
64.5M
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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