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 |
|---|---|---|---|---|---|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
55,467
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
49,182
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
48,510
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 65.12%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
46,651
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 99.86%
|
|
|
Trinity Financial Advisors LLC
|
May 19, 2025 Q1 2025 |
42,319
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
41,887
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 137.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
39,548
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 334.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
38,893
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 161.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
38,699
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
38,540
shares
|
$0
0.34% of portfolio
|
Q1 2025
Reduced 40.88%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
36,207
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
35,550
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
34,268
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
33,425
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 125.84%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
32,128
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 108.23%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
29,702
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
28,405
shares
|
$0
0.29% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
27,622
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
26,592
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
25,763
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,434
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
24,560
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,391
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
23,248
shares
|
$0
0.36% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
22,672
shares
|
$0
0.06% of portfolio
|
Q1 2025
Added 52.79%
|