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 92 institutions that hold shares in the stock, with a total of 12.2 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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,578,897
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 44.08%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,167,351
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
669,251
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
652,695
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
574,349
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
528,439
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 35.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
459,237
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Apr 25, 2025 Q1 2025 |
247,319
shares
|
$0
4.98% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
234,053
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
221,109
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 75.62%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
214,377
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 125.02%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
211,802
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
174,487
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 200.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
165,158
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
137,197
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
132,760
shares
|
$0
1.78% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
88,493
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
86,399
shares
|
$0
4.63% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
81,119
shares
|
$0
0.42% of portfolio
|
Q1 2025
Added 75.6%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
65,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
60,026
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
58,918
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
57,492
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 80.37%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
57,335
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
57,010
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.35%
|