United Capital Financial Advisers, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
United Capital Financial Advisers, LLC
- $12.1 Billion
- Q2 2025
A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 462,276 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
462,276
Previous 174,487
164.93%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCMB
# of Institutions
111Shares Held
64.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA52.6MShares$00.0% of portfolio
-
Jones Financial Companies Lllp2.95MShares$00.0% of portfolio
-
Fort Point Capital Partners LLC San Francisco, CA1.24MShares$00.0% of portfolio
-
Pallas Capital Advisors LLC Braintree, MA756KShares$00.0% of portfolio
-
Charles Schwab Trust CO733KShares$00.0% of portfolio