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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.08K+ 5.03% |
N/A
|
85.2K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
738New |
N/A
|
738
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
700New |
N/A
|
700
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
638+ 3.76% |
N/A
|
17.6K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
561+ 5.64% |
N/A
|
10.5K
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 0.59% |
N/A
|
510
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
247KNew |
N/A
|
247K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
42.3KNew |
N/A
|
42.3K
$0
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
6.86K+ 61.7% |
N/A
|
18K
$0
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
600New |
N/A
|
600
$0
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
55.4KNew |
N/A
|
55.4K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
28.1KNew |
N/A
|
28.1K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
23.3K+ 99.86% |
N/A
|
46.7K
$0
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.6K+ 125.84% |
N/A
|
33.4K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17.1K+ 100.0% |
N/A
|
34.3K
$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
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
8.92KNew |
N/A
|
8.92K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
7.17K+ 102.12% |
N/A
|
14.2K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.28KNew |
N/A
|
5.28K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.5K+ 300.0% |
N/A
|
6K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3.68K+ 100.0% |
N/A
|
7.35K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.86K+ 100.0% |
N/A
|
5.72K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.84K+ 100.0% |
N/A
|
5.69K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
375+ 100.0% |
N/A
|
750
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
42New |
N/A
|
42
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
6+ 100.0% |
N/A
|
12
$0
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.84K+ 47.21% |
N/A
|
12K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.82KNew |
N/A
|
3.82K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.82KNew |
N/A
|
3.82K
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.1KNew |
N/A
|
7.1K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
680New |
N/A
|
680
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
279New |
N/A
|
279
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16K+ 215.16% |
N/A
|
23.4K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
141New |
N/A
|
141
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
130+ 2.38% |
N/A
|
5.6K
$0
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
28.3KNew |
N/A
|
28.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
19.5KNew |
N/A
|
19.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.4KNew |
N/A
|
4.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
500+ 73.96% |
N/A
|
1.18K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
205New |
N/A
|
205
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
205New |
N/A
|
205
$0
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
400New |
N/A
|
400
$0
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.4KNew |
N/A
|
26.4K
$0
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
627New |
N/A
|
627
$0
|
|