Epg Wealth Management LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Epg Wealth Management LLC
- $379 Billion
- Q4 2024
A detailed history of Epg Wealth Management LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 750 shares of SCMB stock, worth $0. This represents 0.01% of its overall portfolio holdings.
Number of Shares
750
Previous 375
100.0%
Holding current value
$0
Previous $19.7 Million
2.23%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCMB
# of Institutions
89Shares Held
6.83MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.16MShares$00.0% of portfolio
-
Fort Point Capital Partners LLC San Francisco, CA796KShares$00.0% of portfolio
-
Pallas Capital Advisors LLC Braintree, MA669KShares$00.0% of portfolio
-
Wedmont Private Capital574KShares$00.0% of portfolio
-
Charles Schwab Trust CO528KShares$00.0% of portfolio