Perigon Wealth Management, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 183,474 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
183,474
Previous 179,898
1.99%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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
-
Fort Point Capital Partners LLC San Francisco, CA1.24MShares$00.0% of portfolio
-
Charles Schwab Trust CO802KShares$00.0% of portfolio
-
Pallas Capital Advisors LLC Braintree, MA756KShares$00.0% of portfolio