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Disclosery

SCMB SCHWAB STRATEGIC TR

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MUN BD ETF (fund)

87 managers (88 13F filers) reported a position in SCMB shares at 2025-03-31, 10,179,205 shares in all. 16 filers opened a position and 12 filers sold out during the quarter.

Managers
87
13F filers
88
New
16
Added
40
Reduced
15
Sold out
12
Shares held by filers
10,179,205

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,578,897$65.4M0.06%+2,499,13613F-HR/ATimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding1,695,790$43M-284,372Timeline
Pallas Capital Advisors LLC669,251$17M0.71%+129,54913F-HRTimeline
Fort Point Capital Partners LLC652,695$16.6M1.85%-143,32913F-HRTimeline
Wedmont Private Capital574,349$14.2M0.73%+77,78113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/459,237$11.7M<0.01%+19,08313F-HRTimelineGroup
Rochester Wealth Strategies, LLC247,319$6.27M4.98%13F-HRTimeline
CGN Advisors LLC234,053$5.94M0.58%-72,08213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC221,109$5.61M<0.01%+95,20913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC214,377$5.44M0.01%+119,10513F-HR/ATimelineGroup
Beaird Harris Wealth Management, LLC211,802$5.37M0.46%-16,58013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…174,487$4.43M0.04%+116,38313F-HRTimelineGroup
Perigon Wealth Management, LLC165,158$4.19M0.11%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC137,197$3.48M0.04%-3,74913F-HRTimeline
MYECFO, LLC132,760$3.36M1.78%+7,47213F-HRTimeline
O'ROURKE & COMPANY, Inc88,493$2.25M1.11%+8713F-HRTimeline
VanderPol Investments L.L.C.86,399$2.19M4.63%+6,21713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …81,119$2.06M0.42%+34,92413F-HRTimeline
Janney Montgomery Scott LLC65,000$1.65M<0.01%new13F-HRTimeline
Columbus Macro, LLC60,026$1.52M0.2%+3,17813F-HRTimeline
Cetera Investment Advisers58,918$1.49M<0.01%+2,84713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV57,492$1.46M0.12%+25,61713F-HRTimeline
Meridian Wealth Management, LLC57,335$1.45M0.07%+2,09013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…57,010$1.45M<0.01%-6,58113F-HRTimeline
Investment Planning Advisors, Inc.55,467$1.41M0.57%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,182$1.25M<0.01%new13F-HR/ATimelineGroup
Coastal Bridge Advisors, LLC48,528$1.23M0.11%new13F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO48,510$1.23M<0.01%+19,13213F-HRTimelineGroup
Trinity Financial Advisors LLC42,319$1.08M0.39%new13F-HR/ATimeline
DONALDSON CAPITAL MANAGEMENT, LLC41,887$1.06M0.04%013F-HRTimeline
MML INVESTORS SERVICES, LLC39,548$1M<0.01%+30,45013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,893$987K<0.01%+22,18913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS38,699$982K<0.01%+1,16213F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…38,540$978K0.36%-26,64513F-HRTimelineGroup
Resonant Capital Advisors, LLC36,207$919K0.06%+3,51013F-HRTimeline
Creative Planningin group Creative Planning35,550$902K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.34,268$869K0.09%013F-HRTimeline
B. Riley Wealth Advisors, Inc.34,100$865K0.03%+67513F-HRTimeline
AdvisorNet Financial, Inc32,128$815K0.06%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,702$754K<0.01%+5,98713F-HRTimelineGroup
TSA Wealth Managment LLC28,405$721K0.29%-13513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,622$701K<0.01%new13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO26,592$675K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,763$654K<0.01%+4313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,434$645K<0.01%new13F-HRTimelineGroup
Berger Financial Group, Inc24,560$623K0.04%013F-HRTimeline
MAI Capital Management24,391$619K<0.01%+45813F-HRTimeline
Family Capital Management, Inc.23,248$590K0.36%+1,03413F-HRTimeline
Root Financial Partners, LLC22,672$575K0.06%+7,83313F-HRTimeline
Compass Financial Group, INC/SD22,497$571K0.11%+3,00413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,622$523K<0.01%-22,29513F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC20,578$510K0.11%-19,50313F-HRTimeline
Altiora Financial Group, LLC20,000$507K0.11%013F-HRTimeline
Sequoia Financial Advisors, LLC18,462$468K<0.01%+1,09413F-HRTimeline
FF Advisors,LLC17,981$452K0.26%+6,86113F-HRTimeline
Galvin, Gaustad & Stein, LLC16,990$431K0.04%-80013F-HRTimeline
Grant Street Asset Management, Inc.15,665$397K0.1%new13F-HRTimeline
VCI Wealth Management LLC15,477$393K0.16%-2,20713F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC15,085$383K0.14%new13F-HRTimeline
Golden Bell Financial Planning LLC13,761$349K0.34%+20713F-HRTimeline
CAP Partners, LLC13,453$341K0.25%+1,96513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,251$311K0.01%+4,03513F-HRTimelineGroup
Legacy Wealth Management, LLC12,110$307K0.02%new13F-HRTimeline
Asset Allocation Strategies LLC11,126$282K0.07%-1,37313F-HRTimeline
WEST PACES ADVISORS INC.10,565$268K0.06%-7,12013F-HRTimeline
Gemmer Asset Management LLC10,340$262K0.03%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,794$253K<0.01%013F-HR/ATimelineGroup
Bedel Financial Consulting, Inc.9,952$250K0.04%+413F-HRTimeline
Mariner, LLCin group Mariner, LLC8,200$208K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,000$149K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC5,724$145K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,592$116K<0.01%+4,08813F-HRTimeline
IFP Advisors, Inc3,290$83.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,791$71K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC2,485$63.1K0.01%+1013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,258$31.9K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,150$28.9K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,008$25.6K<0.01%+213F-HRTimeline
AE Wealth Management LLC970$24.6K<0.01%+77413F-HRTimeline
Continuum Advisory, LLC800$20.3K<0.01%013F-HRTimeline
Anchor Investment Management, LLC600$15.2K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.507$12.9K0.01%+313F-HRTimeline
Red Tortoise LLC412$10.5K0.01%+213F-HRTimeline
Aptus Capital Advisors, LLC205$5.2K<0.01%013F-HRTimeline
Pflug Koory, LLC12$312<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…4$101<0.01%-74013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.