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 70 institutions that hold shares in the stock, with a total of 2.87 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 |
---|---|---|---|---|---|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,100
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,005
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
3,824
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,818
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
3,675
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 64.06%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
2,862
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2,843
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,475
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 101.55%
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
850
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 24.45%
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
800
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 166.67%
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
501
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
375
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
372
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 156.55%
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
205
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
203
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
141
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
6
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|