Latest Institutional Purchases of Schwab Strategic Tr Mun Bd ETF (SCMB)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Mun Bd ETF (SCMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
796KNew |
N/A
|
796K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
541K+ 196.77% |
N/A
|
815K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
525K+ 82.13% |
N/A
|
1.16M
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
291K+ 195.65% |
N/A
|
440K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
249K+ 100.89% |
N/A
|
497K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
195K+ 174.44% |
N/A
|
306K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
108K+ 90.17% |
N/A
|
228K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
82.2K+ 187.77% |
N/A
|
126K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.8KNew |
N/A
|
79.8K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
71.4K+ 102.76% |
N/A
|
141K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
65.2KNew |
N/A
|
65.2K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
63K+ 101.17% |
N/A
|
125K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
58.5K+ 12.17% |
N/A
|
540K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
55.4KNew |
N/A
|
55.4K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
47.3K+ 593.42% |
N/A
|
55.2K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
46.7K+ 111.89% |
N/A
|
88.4K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
44.1K+ 315.18% |
N/A
|
58.1K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
41.3K+ 266.76% |
N/A
|
56.8K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
40.1KNew |
N/A
|
40.1K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
39.7KNew |
N/A
|
39.7K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
38.8K+ 93.76% |
N/A
|
80.2K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
33.7K+ 269.21% |
N/A
|
46.2K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32.7KNew |
N/A
|
32.7K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
28.1KNew |
N/A
|
28.1K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.8K+ 98.21% |
N/A
|
56.1K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
24.2K+ 137.44% |
N/A
|
41.9K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
23.9KNew |
N/A
|
23.9K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
23.3K+ 99.86% |
N/A
|
46.7K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
21.6K+ 211.58% |
N/A
|
31.9K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17.1K+ 100.0% |
N/A
|
34.3K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.7K+ 108.23% |
N/A
|
32.1K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.6K+ 79.71% |
N/A
|
37.5K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.4K+ 155.33% |
N/A
|
23.7K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
14.3K+ 100.01% |
N/A
|
28.5K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.2K+ 123.05% |
N/A
|
25.7K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14.1K+ 258.99% |
N/A
|
19.5K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
13.3K+ 149.51% |
N/A
|
22.2K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
13.3K+ 100.0% |
N/A
|
26.6K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12.3K+ 100.0% |
N/A
|
24.6K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
10K+ 100.0% |
N/A
|
20K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.96K+ 101.5% |
N/A
|
17.8K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
8.92KNew |
N/A
|
8.92K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
8.7K+ 96.8% |
N/A
|
17.7K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.68K+ 100.0% |
N/A
|
17.4K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.22KNew |
N/A
|
8.22K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.8K+ 110.64% |
N/A
|
14.9K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
7.17K+ 102.12% |
N/A
|
14.2K
$0
|