Perigon Wealth Management, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Perigon Wealth Management, LLC
- $5.25 Billion
- Q4 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 195,744 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
195,744
Previous 183,474
6.69%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCMB
# of Institutions
135Shares Held
74.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA59.8MShares$00.0% of portfolio
-
Jones Financial Companies Lllp1.77MShares$00.0% of portfolio
-
Avidian Wealth Solutions, LLC1.55MShares$00.0% of portfolio
-
Charles Schwab Trust CO916KShares$00.0% of portfolio
-
Jpmorgan Chase & CO New York, NY902KShares$00.0% of portfolio