Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
114KNew |
N/A
|
114K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
87.9KNew |
N/A
|
87.9K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
16.9K+ 24.76% |
N/A
|
85.1K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
15.7K+ 368.13% |
N/A
|
20K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.7K+ 48.45% |
N/A
|
48.1K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9KNew |
N/A
|
9K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
7.46KNew |
N/A
|
7.46K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.51K+ 53.15% |
N/A
|
15.9K
$0
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.58KNew |
N/A
|
4.58K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.48KNew |
N/A
|
3.48K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.35KNew |
N/A
|
3.35K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 61.35% |
N/A
|
2.63K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
338+ 4.85% |
N/A
|
7.31K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63+ 0.42% |
N/A
|
15.2K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-3- 0.06% |
N/A
|
4.75K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8- 0.03% |
N/A
|
28.7K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-312- 1.26% |
N/A
|
24.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-380- 1.13% |
N/A
|
33.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-406- 6.93% |
N/A
|
5.45K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.58K- 95.88% |
N/A
|
68
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-3.16K- 2.73% |
N/A
|
113K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.68K- 15.57% |
N/A
|
20K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-20.5K- 3.09% |
N/A
|
642K
$0
|
|