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 134 institutions that hold shares in the stock, with a total of 74.2 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 |
Nov 10, 2025 Q3 2025 |
59,824,230
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,774,854
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 39.84%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,547,955
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1901.11%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
916,075
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 14.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
902,316
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1760.06%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
894,144
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 14.5%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
719,477
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 42.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
602,985
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.82%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
569,983
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 23.3%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
492,383
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
489,805
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 245.69%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
428,185
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 33.71%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
294,181
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 8.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
256,035
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 50.95%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
210,662
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
210,281
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
198,918
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 101.31%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
195,744
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 6.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
190,933
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 144.18%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
176,462
shares
|
$0
1.33% of portfolio
|
Q3 2025
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
172,440
shares
|
$0
1.89% of portfolio
|
Q4 2025
Added 15.19%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
142,056
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
122,094
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
120,263
shares
|
$0
0.96% of portfolio
|
Q3 2025
Added 37.05%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
93,440
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 108.29%
|
|