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 6.95 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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
14,839
shares
|
$0
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,189
shares
|
$0
0.19% of portfolio
|
Q4 2024
Added 102.12%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,876
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
13,554
shares
|
$0
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
11,608
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
11,488
shares
|
$0
0.21% of portfolio
|
Q4 2024
Added 131.43%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
11,120
shares
|
$0
0.2% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
9,948
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 118.49%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
9,794
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
9,098
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 102.18%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
8,920
shares
|
$0
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,216
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,200
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,009
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
7,350
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
5,800
shares
|
$0
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
5,724
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5,686
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,275
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,290
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,791
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 228.35%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,475
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 101.55%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,006
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.8%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
800
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 166.67%
|