Charles Schwab Trust Co SCMB Holdings History
Charles Schwab Trust Co's Schwab Municipal Bond ETF Holding Summary
As of 2025-06-30, Charles Schwab Trust Co held 733,104.00 shares of Schwab Municipal Bond ETF(SCMB), totaling $18.46 Mil. This investment constitutes 1.39% of their stock portfolio, and Charles Schwab Trust Co now holds 0.86% of the outstanding Schwab Municipal Bond ETF(SCMB) stock.
The initial trade took place in 2023Q3. And since then Charles Schwab Trust Co has made 6 purchases of SCMB, at an average price of $32.80, for a total of 1.03 Mil shares. In addition, there have been 2 sales at an average price of $26.27 for 294,084.00 shares. Based on historical transaction data and SCMB's current price of $24.82, Charles Schwab Trust Co's estimated gain on his SCMB holdings is $-7.77 Mil, reflecting a -23.05% gain to date.
Charles Schwab Trust Co SCMB ($24.82) Holding Chart
Charles Schwab Trust Co SCMB ($24.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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