Root Financial Partners, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Root Financial Partners, LLC
- $938 Billion
- Q1 2025
A detailed history of Root Financial Partners, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 22,672 shares of SCMB stock, worth $0. This represents 0.06% of its overall portfolio holdings.
Number of Shares
22,672
Previous 14,839
52.79%
Holding current value
$0
Previous $381 Million
50.94%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCMB
# of Institutions
90Shares Held
7.45MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.16MShares$00.0% of portfolio
-
Fort Point Capital Partners LLC San Francisco, CA796KShares$00.0% of portfolio
-
Pallas Capital Advisors LLC Braintree, MA669KShares$00.0% of portfolio
-
Wedmont Private Capital574KShares$00.0% of portfolio
-
Charles Schwab Trust CO528KShares$00.0% of portfolio