Institutional Ownership Schwab Strategic Tr Mun Bd ETF (SCMB)
This table provides information about the institutional ownership of Schwab Strategic Tr Mun Bd ETF (SCMB). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 7.06 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,164,822
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 82.13%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
796,024
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
669,251
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
574,349
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
528,439
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 35.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
440,154
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 195.65%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
234,053
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
228,382
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 90.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
165,158
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
140,946
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 102.76%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
132,760
shares
|
$0
1.78% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
125,900
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 187.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
95,272
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 151.27%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
88,406
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 111.89%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
80,182
shares
|
$0
4.5% of portfolio
|
Q4 2024
Added 93.76%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
79,761
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
65,185
shares
|
$0
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
65,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
60,026
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
58,104
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 315.18%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
57,492
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 80.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
57,010
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
56,071
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 98.21%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
55,467
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
55,245
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 593.42%
|