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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
N/A
7,833 Added 52.79%
22,672 $575 Million
Q4 2024

Jan 29, 2025
BUY
N/A
14,839 New
14,839 $381 Million

Others Institutions Holding SCMB

# of Institutions
92
Shares Held
10.2M
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 Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC 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 Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email