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Disclosery

SCMB SCHWAB STRATEGIC TR

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MUN BD ETF (fund)

165 managers (169 13F filers) reported a position in SCMB shares at 2026-03-31, 106,053,771 shares in all. 32 filers opened a position and 14 filers sold out during the quarter.

Managers
165
13F filers
169
New
32
Added
73
Reduced
31
Sold out
14
Shares held by filers
106,053,771

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Charles Schwab Trust Cogroup of 2 filers holding67,255,805$1.71B+722,210Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,959,386$560M0.04%+21,323,66013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,975,051$75.4M0.04%+874,76213F-HRTimelineGroup
Avidian Wealth Enterprises, LLC1,497,325$38.2M1.21%-9,07513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC868,526$22.1M0.02%new13F-HRTimelineGroup
Pallas Capital Advisors LLC845,235$21.5M0.81%-48,90913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…779,851$19.9M0.12%+133,09813F-HRTimelineGroup
Creative Planningin group Creative Planning748,838$19.1M0.01%+706,27313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC726,386$18.5M<0.01%+581,34913F-HRTimelineGroup
Fort Point Capital Partners LLC703,844$17.9M2.35%-58,20613F-HRTimeline
Wedmont Private Capital494,149$12.7M0.41%+1,76613F-HRTimeline
OLD MISSION CAPITAL LLC396,938$10.1M0.24%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…328,202$8.38M0.02%-161,60313F-HRTimeline
Quantinno Capital Management LP300,660$7.66M0.01%+205,01513F-HRTimeline
MML INVESTORS SERVICES, LLC281,415$7.17M0.02%+73,09713F-HRTimeline
CGN Advisors LLC272,356$6.94M0.55%-21,82513F-HRTimeline
RWA WEALTH PARTNERS, LLC240,465$6.13M0.07%-75013F-HRTimeline
SMITH, MOORE & CO.234,570$5.98M0.43%+76,70513F-HRTimeline
Perigon Wealth Management, LLC211,797$5.4M0.1%+16,05313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers192,557$4.91M0.01%+37,50913F-HRTimelineGroup
Beaird Harris Wealth Management, LLC192,462$4.9M0.33%-12,00013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC178,654$4.55M0.06%new13F-HRTimeline
MYECFO, LLC176,180$4.49M1.88%+3,74013F-HRTimeline
Waverly Advisors, LLC144,146$3.67M0.03%+123,74413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …141,725$3.61M0.56%+12,48513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO138,466$3.52M<0.01%+2,39713F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…135,920$3.46M<0.01%+8,57013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…133,724$3.41M0.09%+127,24913F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC117,071$2.98M0.04%+9,96213F-HRTimeline
Torrey Growth & Income Advisors103,690$2.64M1.11%-8,60213F-HRTimeline
Investment Planning Advisors, Inc.90,923$2.32M0.64%+8,59213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC88,346$2.25M<0.01%+4,62213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS80,965$2.06M<0.01%+7,55913F-HRTimeline
Janney Montgomery Scott LLC80,000$2.04M0.01%013F-HRTimeline
Breakwater Investment Management73,509$1.87M0.7%+5,40913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,707$1.85M<0.01%new13F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC71,792$1.83M0.06%013F-HRTimeline
Cetera Investment Advisers67,599$1.72M<0.01%+9,62713F-HRTimeline
O'ROURKE & COMPANY, Inc66,658$1.7M0.67%-7,31213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…65,924$1.68M0.03%013F-HRTimelineGroup
TSA Wealth Managment LLC65,287$1.66M0.54%+6,68713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC65,112$1.66M<0.01%+6,35713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC63,168$1.61M<0.01%-1,04013F-HRTimelineGroup
Compass Financial Group, INC/SD61,324$1.56M0.22%+4,08013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV60,614$1.54M0.09%+1,81713F-HRTimeline
NewEdge Wealth, LLC57,941$1.48M0.02%new13F-HRTimeline
Shared Vision Wealth Group LLC57,291$1.46M0.6%+25,29113F-HRTimeline
Ackerman Capital Advisors, LLC54,129$1.38M0.28%-8,98513F-HRTimeline
Meridian Wealth Management, LLC53,801$1.37M0.05%+63313F-HRTimeline
IFP Advisors, Inc53,429$1.36M0.03%+9,82613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,053$1.35M<0.01%-13,74513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,418$1.31M<0.01%-105,23913F-HRTimelineGroup
CORE WEALTH ADVISORS, LLC50,295$1.28M0.99%013F-HRTimeline
CHOREO, LLC50,055$1.28M0.02%new13F-HRTimeline
Columbus Macro, LLC47,668$1.21M0.13%-5,40813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC45,880$1.17M<0.01%+20,87813F-HRTimeline
Francis Financial, Inc.42,671$1.09M0.2%013F-HRTimeline
LPL Financial LLC42,352$1.08M<0.01%+7,67613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding40,453$1.03M+9,171Timeline
Cambridge Investment Research Advisors,…40,100$1.02M<0.01%-3,14013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC39,800$1.01M<0.01%new13F-HRTimeline
STOLZ & ASSOCIATES, PS38,500$989K0.69%+3,43513F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…38,390$978K0.26%-1,65313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV38,071$970K<0.01%+9,19013F-HRTimeline
HARBOUR INVESTMENTS, INC.36,775$937K0.01%+24,90213F-HRTimeline
Legacy Wealth Management, LLC36,497$930K0.05%+1,42913F-HRTimeline
Family Capital Management, Inc.35,646$908K0.4%+2,60513F-HRTimeline
Archer Investment Management, LLC35,200$897K0.38%new13F-HRTimeline
NewCorp Financial Services, Inc.35,138$895K0.78%013F-HRTimeline
Pasadena Private Wealth, LLC33,238$847K0.12%new13F-HRTimeline
Sequoia Financial Advisors, LLC33,065$842K<0.01%+5,49213F-HRTimeline
Alteri Wealth LLC32,145$819K0.27%+11,37013F-HRTimeline
Wescott Financial Advisory Group, LLC30,997$790K0.07%+18013F-HRTimeline
Gleason Group, Inc.27,175$692K0.07%+10,25813F-HRTimeline
AdvisorNet Financial, Inc26,528$676K0.03%-1,17013F-HRTimeline
Asset Allocation Strategies LLC25,655$654K0.12%+8,28913F-HRTimeline
Coastal Bridge Advisors, LLC25,293$644K0.05%+1913F-HRTimeline
MAI Capital Management23,998$611K<0.01%-94613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding23,595$601K-650Timeline
CAP Partners, LLC22,767$580K0.33%+3,18613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP22,598$576K0.01%013F-HRTimeline
Clear Creek Financial Management, LLC22,415$571K0.04%+1,65113F-HRTimeline
Advyzon Investment Management, LLC22,415$571K0.05%+1,65113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,977$534K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC20,747$529K<0.01%new13F-HRTimelineGroup
Berger Financial Group, Inc20,699$527K0.03%+1213F-HRTimeline
HighTower Advisors, LLC20,524$523K<0.01%+4,40113F-HRTimeline
Altiora Financial Group, LLC20,000$510K0.08%013F-HRTimeline
Symmetry Partners, LLC19,622$500K0.03%+2,34813F-HRTimeline
GILL CAPITAL PARTNERS, LLC19,351$493K0.14%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,718$477K0.01%+2,03913F-HRTimelineGroup
Golden Bell Financial Planning LLC17,968$458K0.36%+80613F-HRTimeline
FF Advisors,LLC16,819$433K0.18%-1,16213F-HRTimeline
Unify Financial Advisors17,000$433K0.45%013F-HRTimeline
Galvin, Gaustad & Stein, LLC16,667$425K0.03%-93213F-HRTimeline
Revisor Wealth Management LLC16,440$419K0.12%-11413F-HRTimeline
Roan Capital Partners16,318$416K0.38%13F-HRTimeline
Grant Street Asset Management, Inc.16,202$413K0.08%+9413F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC16,100$410K0.29%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,492$395K0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC15,005$382K0.04%+8313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC14,993$382K0.05%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,556$371K<0.01%+3,62213F-HRTimelineGroup
Nalls Sherbakoff Group, LLC14,455$368K0.27%+48413F-HRTimeline
Gemmer Asset Management LLC14,367$366K0.03%+8313F-HRTimeline
SageView Advisory Group, LLC13,396$341K0.01%+2513F-HRTimeline
Advisory Alpha, LLC13,162$335K0.01%new13F-HRTimeline
BURLING WEALTH PARTNERS, LLC12,625$322K0.05%013F-HRTimeline
Hoxton Planning & Management, LLC12,611$321K0.1%+3,57713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,565$320K<0.01%+33113F-HRTimelineGroup
Canal Capital Management, LLC12,513$319K0.04%+6213F-HRTimeline
HRT FINANCIAL LP12,416$316K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.12,200$311K0.01%new13F-HRTimeline
January Capital Advisors LLC12,026$306K0.41%13F-HRTimeline
CERTUITY, LLC11,897$303K0.02%new13F-HRTimeline
Cape Investment Advisory, Inc.11,354$289K0.1%+3,56013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,374$264K<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth10,051$256K<0.01%new13F-HRTimelineGroup
VCI Wealth Management LLC9,996$255K0.07%-31213F-HRTimeline
OneDigital Investment Advisors LLC9,825$250K<0.01%013F-HRTimeline
Breakwater Capital Group9,759$249K0.03%+41313F-HRTimeline
Bedel Financial Consulting, Inc.9,729$248K0.03%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,510$242K<0.01%new13F-HRTimeline
Northern Lights Advisors, Inc.9,486$242K0.16%new13F-HRTimeline
RMG Wealth Management LLC9,237$237K0.03%new13F-HRTimeline
Heartwood Wealth Advisors LLC9,243$236K0.02%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,744$223K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC8,706$222K<0.01%+7,70613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,625$220K<0.01%-86913F-HR/ATimelineGroup
Resonant Capital Advisors, LLC8,349$213K0.01%013F-HRTimeline
BLVD Private Wealth, LLC8,301$212K0.18%013F-HRTimeline
HOWE & RUSLING INC8,174$208K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,761$147K<0.01%-1,78213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,696$145K<0.01%-3,38213F-HRTimelineGroup
Larson Financial Group LLC5,450$139K<0.01%+21513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,404$138K<0.01%013F-HRTimelineGroup
Friedenthal Financial5,204$133K0.07%new13F-HRTimeline
Clearstead Advisors, LLC5,019$128K<0.01%+1,75813F-HRTimeline
AE Wealth Management LLC4,454$113K<0.01%-6,40813F-HRTimeline
Root Financial Partners, LLC4,354$111K0.01%+1,28513F-HRTimeline
Allworth Financial LP3,647$92.9K<0.01%+3,61713F-HRTimeline
CWM, LLCin group CWM, LLC2,807$71.5K<0.01%+60813F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,691$68.6K<0.01%013F-HRTimelineGroup
Community Bank, N.A.2,281$58.1K0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.1,950$49.7K0.01%-4,08013F-HRTimeline
Trust Co1,892$48.2K<0.01%+1,21113F-HRTimeline
Aptus Capital Advisors, LLC1,726$44K<0.01%013F-HRTimeline
JDM Financial Group LLC1,480$37.7K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,315$33.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,031$26.3K<0.01%+29313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN846$21.6K<0.01%-3,39913F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/749$19.1K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.728$18.5K<0.01%new13F-HRTimeline
CVA Family Office, LLC700$17.8K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.455$11.6K<0.01%013F-HRTimeline
UBS Group AGgroup of 2 filers holding421$10.7KnewTimeline
Gunpowder Capital Management, LLC dba O…156$3.98K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…111$2.83K<0.01%new13F-HRTimelineGroup
First Pacific Financial76$1.94K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC49$1.25K<0.01%13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27$692<0.01%new13F-HR/ATimelineGroup
Banque Transatlantique SAin group Banque Transatlantique SA20$510<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC15$386<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC7$178<0.01%013F-HRTimeline
AlphaCore Capital LLC1$25<0.01%-48813F-HRTimeline