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 78 institutions that hold shares in the stock, with a total of 5.09 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 |
Feb 06, 2025 Q4 2024 |
1,164,822
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 82.13%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
815,340
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 196.77%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
539,702
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
496,568
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.89%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
306,135
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 174.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
148,879
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
125,288
shares
|
$0
1.74% of portfolio
|
Q4 2024
Added 101.17%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
120,091
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
80,182
shares
|
$0
4.5% of portfolio
|
Q4 2024
Added 93.76%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
79,761
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
69,513
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
65,185
shares
|
$0
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
58,155
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 44.88%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
56,848
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 266.76%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
55,245
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 593.42%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
46,195
shares
|
$0
0.26% of portfolio
|
Q4 2024
Added 269.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
43,750
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
41,887
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 137.44%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
41,723
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
40,081
shares
|
$0
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
32,697
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
32,128
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 108.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
31,507
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
28,540
shares
|
$0
0.3% of portfolio
|
Q4 2024
Added 100.01%
|