Carl Stuart Investment Advisor, Inc Schwab Strategic Tr Mun Bd ETF Transaction History
Carl Stuart Investment Advisor, Inc
- $154 Million
- Q1 2024
Shares
1 transactions
Others Institutions Holding SCMB
# of Institutions
50Shares Held
2.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA637KShares$00.0% of portfolio
-
Charles Schwab Trust CO277KShares$00.0% of portfolio
-
Wedmont Private Capital247KShares$00.0% of portfolio
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Pallas Capital Advisors LLC Braintree, MA141KShares$00.0% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX120KShares$00.0% of portfolio