Heartwood Wealth Advisors LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Heartwood Wealth Advisors LLC
- $910 Million
- Q2 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 9,243 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,243Holding current value
$0% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCMB
# of Institutions
99Shares Held
10.6MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp2.58MShares$00.0% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.17MShares$00.0% of portfolio
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Pallas Capital Advisors LLC Braintree, MA756KShares$00.0% of portfolio
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Charles Schwab Trust CO733KShares$00.0% of portfolio
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Fort Point Capital Partners LLC San Francisco, CA653KShares$00.0% of portfolio