Latest Institutional Transactions on Schwab Strategic Tr Mun Bd ETF (SCMB)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Mun Bd ETF (SCMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-214- 0.51% |
N/A
|
41.4K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.1KNew |
N/A
|
19.1K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.72K+ 1.75% |
N/A
|
275K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.79K- 0.72% |
N/A
|
247K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.82KNew |
N/A
|
3.82K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.76K+ 6.42% |
N/A
|
62.3K
$0
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
58+ 0.83% |
N/A
|
7.02K
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
159K+ 577.97% |
N/A
|
186K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.25KNew |
N/A
|
4.25K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
13.3KNew |
N/A
|
13.3K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-194- 1.56% |
N/A
|
12.3K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.85KNew |
N/A
|
1.85K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
680New |
N/A
|
680
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
279New |
N/A
|
279
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.1KNew |
N/A
|
7.1K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-27- 0.31% |
N/A
|
8.68K
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
935+ 23.6% |
N/A
|
4.9K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
130+ 2.38% |
N/A
|
5.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16K+ 215.16% |
N/A
|
23.4K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
141New |
N/A
|
141
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.86KNew |
N/A
|
2.86K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
6New |
N/A
|
6
$0
|
|
| Q4 2023 | |||||||
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
120KNew |
N/A
|
120K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.4KNew |
N/A
|
4.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
19.5KNew |
N/A
|
19.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.9KNew |
N/A
|
4.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
500+ 73.96% |
N/A
|
1.18K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.09KNew |
N/A
|
9.09K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
205New |
N/A
|
205
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
205New |
N/A
|
205
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
28.3KNew |
N/A
|
28.3K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.08KNew |
N/A
|
4.08K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
50+ 0.67% |
N/A
|
7.51K
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
39.6KNew |
N/A
|
39.6K
$0
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.6KNew |
N/A
|
33.6K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.84K- 42.31% |
N/A
|
6.59K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
400New |
N/A
|
400
$0
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-13.4KClosed |
N/A
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.4KNew |
N/A
|
26.4K
$0
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
627New |
N/A
|
627
$0
|
|