Latest Institutional Sells of Schwab Strategic Tr Mun Bd ETF (SCMB)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Mun Bd ETF (SCMB) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-84.9K- 14.78% |
N/A
|
489K
$0
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-7.73K- 37.58% |
N/A
|
12.8K
$0
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.03M- 44.08% |
N/A
|
2.58M
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-287K- 35.19% |
N/A
|
528K
$0
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-143K- 18.01% |
N/A
|
653K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-72.1K- 23.55% |
N/A
|
234K
$0
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-26.6K- 40.88% |
N/A
|
38.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.3K- 51.95% |
N/A
|
20.6K
$0
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16.6K- 7.26% |
N/A
|
212K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7.12K- 40.26% |
N/A
|
10.6K
$0
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.75K- 2.66% |
N/A
|
137K
$0
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.21K- 12.48% |
N/A
|
15.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.37K- 10.98% |
N/A
|
11.1K
$0
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-800- 4.5% |
N/A
|
17K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-740- 99.46% |
N/A
|
4
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-135- 0.47% |
N/A
|
28.4K
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 57.05% |
N/A
|
16.7K
$0
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.37K- 12.73% |
N/A
|
9.39K
$0
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
N/A
|
1
$0
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.84K- 42.31% |
N/A
|
6.59K
$0
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-13.4KClosed |
N/A
|
0
$0
|
|