O'Rourke & Company, Inc Schwab Strategic Tr Mun Bd ETF Transaction History

O'Rourke & Company, Inc

$229 Million
Q3 2025

A detailed history of O'Rourke & Company, Inc transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, O'Rourke & Company, Inc holds 71,785 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

71,785

Previous 76,021 5.57%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	N/A	-4,236 Reduced 5.57%	71,785 $0
Q2 2025 Jul 18, 2025	SELL	N/A	-12,472 Reduced 14.09%	76,021 $0
Q1 2025 May 08, 2025	BUY	N/A	87 Added 0.1%	88,493 $0
Q4 2024 Feb 13, 2025	BUY	N/A	46,683 Added 111.89%	88,406 $0
Q3 2024 Oct 28, 2024	SELL	N/A	-1,661 Reduced 3.83%	41,723 $0
Q2 2024 Jul 18, 2024	SELL	N/A	-1,184 Reduced 2.66%	43,384 $2.23 Million
Q1 2024 Apr 18, 2024	BUY	N/A	1,619 Added 3.77%	44,568 $2.32 Million
Q4 2023 Jan 24, 2024	BUY	N/A	9,697 Added 29.16%	42,949 $2.26 Million
Q3 2023 Nov 13, 2023	SELL	N/A	-380 Reduced 1.13%	33,252 $1.65 Million
Q2 2023 Jul 25, 2023	BUY	N/A	9,436 Added 39.0%	33,632 $1.74 Million
Q1 2023 May 12, 2023	BUY	N/A	1,193 Added 5.19%	24,196 $1.27 Million
Q4 2022 Feb 13, 2023	BUY	N/A	23,003 New	23,003 $1.18 Million

Others Institutions Holding SCMB

# of Institutions

134

Shares Held

73.5M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR MUN BD ETF

Ticker SCMB

More about SCMB

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O'Rourke & Company, Inc Schwab Strategic Tr Mun Bd ETF Transaction History