Trinity Point Wealth, LLC Schwab Strategic Tr Mun Bd ETF Transaction History

Trinity Point Wealth, LLC

  • $629 Million
  • Q2 2024

A detailed history of Trinity Point Wealth, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 23,368 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,368
Previous 24,955 6.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
N/A
-1,587 Reduced 6.36%
23,368 $0
Q1 2024

May 08, 2024
BUY
N/A
307 Added 1.25%
24,955 $0
Q4 2023

Feb 08, 2024
BUY
N/A
143 Added 0.58%
24,648 $0
Q3 2023

Nov 08, 2023
SELL
N/A
-312 Reduced 1.26%
24,505 $0
Q2 2023

Aug 07, 2023
BUY
N/A
282 Added 1.15%
24,817 $0
Q1 2023

May 04, 2023
BUY
N/A
8,116 Added 49.43%
24,535 $0
Q4 2022

Feb 07, 2023
BUY
N/A
16,419 New
16,419 $0

Others Institutions Holding SCMB

# of Institutions
65
Shares Held
2.6M
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 Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, 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 Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email