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 135 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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
91,765
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
85,203
shares
|
$0
0.38% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
82,117
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 59.19%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
81,089
shares
|
$0
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
80,000
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
71,792
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 71.39%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
71,785
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
68,816
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
67,914
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
63,544
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 315.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
63,101
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1344.62%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
62,400
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 80.1%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
61,331
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
59,020
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 40.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
58,755
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
54,744
shares
|
$0
0.48% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
53,619
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
53,076
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 23.92%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
51,865
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
49,798
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
49,293
shares
|
$0
0.54% of portfolio
|
Q4 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
46,651
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 99.86%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
44,142
shares
|
$0
0.28% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
42,671
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
42,298
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 23.5%
|
|