Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Mun Bd ETF (SCMB)
This table provides information about the institutional ownership of Schwab Strategic Tr Mun Bd ETF (SCMB) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR MUN BD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
86.3K+ 12.89% |
N/A
|
756K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
77.6K+ 136.07% |
N/A
|
135K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
12.4K+ 9.34% |
N/A
|
145K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
9.74KNew |
N/A
|
9.74K
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.24KNew |
N/A
|
9.24K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.19KNew |
N/A
|
8.19K
$0
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-7.73K- 37.58% |
N/A
|
12.8K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-84.9K- 14.78% |
N/A
|
489K
$0
|