Carl Stuart Investment Advisor, Inc Schwab Strategic Tr Mun Bd ETF Transaction History
Carl Stuart Investment Advisor, Inc
- $195 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding SCMB
# of Institutions
112Shares 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
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Fort Point Capital Partners LLC San Francisco, CA1.24MShares$00.0% of portfolio
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Charles Schwab Trust CO802KShares$00.0% of portfolio
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Pallas Capital Advisors LLC Braintree, MA756KShares$00.0% of portfolio