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 71 institutions that hold shares in the stock, with a total of 4.16 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
14,269
shares
|
$0
0.3% of portfolio
|
Q3 2024
Added 106.71%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,189
shares
|
$0
0.19% of portfolio
|
Q4 2024
Added 102.12%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
13,995
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,876
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
13,296
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
12,512
shares
|
$0
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
12,280
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
11,983
shares
|
$0
0.08% of portfolio
|
Q3 2024
Added 47.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
11,531
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
11,120
shares
|
$0
0.2% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10,230
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 27.7%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$0
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
9,391
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,288
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
8,903
shares
|
$0
0.3% of portfolio
|
Q3 2024
Added 26.77%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,684
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,967
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,051
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 63.86%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5,686
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
5,430
shares
|
$0
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
4,964
shares
|
$0
0.19% of portfolio
|
Q3 2024
Added 0.18%
|