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 113 institutions that hold shares in the stock, with a total of 64.3 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 |
Aug 12, 2025 Q2 2025 |
52,643,707
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4409.67%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,950,244
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,241,508
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 90.21%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
755,515
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
733,104
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 38.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
522,022
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 143.51%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
489,484
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
462,276
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 164.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
453,989
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
320,242
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
209,152
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
207,164
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
179,898
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
145,160
shares
|
$0
1.79% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
134,584
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 136.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
130,722
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
119,749
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 333.53%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
100,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
98,812
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 27.98%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
91,765
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
87,748
shares
|
$0
0.75% of portfolio
|
Q2 2025
Added 481.69%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
85,203
shares
|
$0
0.41% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
83,785
shares
|
$0
4.43% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
78,195
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 97.72%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
77,355
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|