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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,592
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 811.11%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,290
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,791
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 228.35%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,485
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,258
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,150
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,008
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
970
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 394.9%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
800
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 166.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
600
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
507
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
412
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
205
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
141
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
12
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
4
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 99.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|