SCMB SCHWAB STRATEGIC TR
FollowMUN BD ETF (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in SCMB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Avidian Wealth Enterprises, LLC | 2,232,098 | $53.9M | 1.51% | +748,273 | 13F-HRTimeline |
| Wedmont Private Capital | 471,085 | $11.3M | 0.27% | -23,455 | 13F-HRTimeline |
| Rosenberg Matthew Hamilton | 157,341 | $3.8M | 0.68% | +146,328 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 103,116 | $2.49M | 0.03% | -9,131 | 13F-HRTimeline |
| SigFig Wealth Management, LLC | 25,585 | $618K | 0.02% | new | 13F-HRTimeline |
| Breakwater Capital Group | 22,272 | $538K | 0.06% | +10,963 | 13F-HRTimeline |
| Roan Capital Partners | 19,221 | $464K | 0.34% | -1,843 | 13F-HRTimeline |
| LifeGoal Investments, LLC | 18,732 | $453K | 0.14% | new | 13F-HRTimeline |
| CoreCap Advisors, LLC | 17,122 | $414K | 0.01% | +21 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 14,680 | $355K | <0.01% | -741 | 13F-HRTimeline |
| Heartwood Wealth Advisors LLC | 9,243 | $223K | 0.02% | 0 | 13F-HRTimeline |
| Trust Co | 2,403 | $58K | 0.01% | +871 | 13F-HRTimeline |