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 66 institutions that hold shares in the stock, with a total of 2.99 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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
640,992
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
481,159
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 220.0%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
274,741
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
247,189
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
186,259
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 577.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
130,232
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 12.76%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
120,091
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
111,551
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
68,858
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
67,492
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 194.33%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
62,279
shares
|
$0
1.78% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
41,723
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
41,382
shares
|
$0
4.84% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
40,141
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 881.68%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
38,840
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 18.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
31,507
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
28,903
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 20.6%
|
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
23,368
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 6.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
20,188
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
19,067
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
18,995
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
17,641
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 61.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
17,134
shares
|
$0
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
15,500
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 54.98%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
15,429
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.65%
|