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 70 institutions that hold shares in the stock, with a total of 2.87 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 |
Nov 12, 2024 Q3 2024 |
639,567
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
481,159
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 220.0%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
274,741
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
247,189
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
148,879
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
120,091
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
111,551
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
69,513
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
62,279
shares
|
$0
1.78% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
58,155
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 44.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
43,750
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
41,723
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
41,382
shares
|
$0
4.84% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,916
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 43.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
31,507
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,289
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
23,342
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
20,888
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
20,177
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 416.17%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
19,067
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
17,641
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 61.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
17,134
shares
|
$0
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
15,500
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 54.98%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
15,429
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
14,800
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 24.11%
|