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 87 institutions that hold shares in the stock, with a total of 6.92 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 |
Feb 06, 2025 Q4 2024 |
1,164,822
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 82.13%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
815,340
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 196.77%
|
|
|
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 |
Jan 13, 2025 Q4 2024 |
539,702
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
496,568
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.89%
|
|
|
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
|
Jan 15, 2025 Q4 2024 |
306,135
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 174.44%
|
|
|
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%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
140,946
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 102.76%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
125,900
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 187.77%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
125,288
shares
|
$0
1.74% of portfolio
|
Q4 2024
Added 101.17%
|
|
|
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
|
|
|
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%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
56,848
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 266.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
56,071
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 98.21%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Feb 10, 2025 Q4 2024 |
55,424
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
55,245
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 593.42%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
46,651
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 99.86%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
46,195
shares
|
$0
0.26% of portfolio
|
Q4 2024
Added 269.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
42,917
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 112.7%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
41,887
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 137.44%
|