Rochester Wealth Strategies, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Rochester Wealth Strategies, LLC
- $139 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding SCMB
# of Institutions
97Shares Held
10.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp2.58MShares$00.0% of portfolio
-
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