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 Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
9,307
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
9,243
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
8,630
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
8,349
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 79.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
8,328
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 832700.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,240
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
8,174
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
8,085
shares
|
$0
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,844
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 35.22%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
6,615
shares
|
$0
0.03% of portfolio
|
Q2 2025
Reduced 37.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,530
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,134
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 513300.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
4,238
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,223
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,080
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 95.24%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
994
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 73.9%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
956
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
738
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
700
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 71.83%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
640
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
523
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
380
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
205
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
170
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
155
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|