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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
287,789 Added 164.93%
462,276 $0
Q1 2025

May 13, 2025
BUY
N/A
116,383 Added 200.3%
174,487 $0
Q4 2024

Feb 13, 2025
BUY
N/A
44,109 Added 315.18%
58,104 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-5,000 Reduced 26.32%
13,995 $0
Q2 2024

Aug 14, 2024
BUY
N/A
18,995 New
18,995 $0

Others Institutions Holding SCMB

# of Institutions
111
Shares Held
64.3M
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
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