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 |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
22,497
shares
|
$0
0.11% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,622
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 51.95%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
20,578
shares
|
$0
0.11% of portfolio
|
Q1 2025
Reduced 48.66%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
20,000
shares
|
$0
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
18,462
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
17,981
shares
|
$0
0.26% of portfolio
|
Q1 2025
Added 61.7%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
16,990
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
15,665
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
15,477
shares
|
$0
0.16% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
15,085
shares
|
$0
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,189
shares
|
$0
0.19% of portfolio
|
Q4 2024
Added 102.12%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,876
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
13,761
shares
|
$0
0.34% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
13,453
shares
|
$0
0.25% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,251
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 49.11%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
12,110
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
11,126
shares
|
$0
0.07% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
10,565
shares
|
$0
0.06% of portfolio
|
Q1 2025
Reduced 40.26%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
10,340
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
9,952
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
9,794
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,200
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
5,800
shares
|
$0
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
5,724
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|