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

O'Rourke & Company, Inc

  • $172 Million
  • Q1 2024

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 44,568 shares of SCMB stock, worth $0. This represents 1.35% of its overall portfolio holdings.

Number of Shares
44,568
Previous 42,949 3.77%
Holding current value
$0
Previous $2.26 Million 2.65%
% of portfolio
1.35%
Previous 1.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
50
Shares Held
2.23M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR MUN BD ETF

SCMB Quotes by TradingView
  • Ticker SCMB
More about SCMB
Track This Portfolio

Track O'Rourke & Company, Inc Portfolio

Follow O'Rourke & Company, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Rourke & Company, Inc, based on Form 13F filings with the SEC.

News

Stay updated on O'Rourke & Company, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email