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 133 institutions that hold shares in the stock, with a total of 73.5 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 |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
40,006
shares
|
$0
0.38% of portfolio
|
Q3 2025
Added 310.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
36,117
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2770.99%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
35,068
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
34,304
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 174.08%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
32,993
shares
|
$0
0.13% of portfolio
|
Q3 2025
Added 43.22%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
32,000
shares
|
$0
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
30,690
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
28,898
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
27,517
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
27,200
shares
|
$0
0.33% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
24,975
shares
|
$0
1.12% of portfolio
|
Q3 2025
Reduced 70.19%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
24,868
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
24,726
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 47.62%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
24,245
shares
|
$0
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
24,245
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
22,598
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
20,663
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
20,115
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
20,040
shares
|
$0
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
20,000
shares
|
$0
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
18,905
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 87.49%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
18,697
shares
|
$0
0.09% of portfolio
|
Q3 2025
Added 76.24%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
17,981
shares
|
$0
0.22% of portfolio
|
Q1 2025
Added 61.7%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
17,628
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
17,402
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.4%
|
|