Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / MUN BD ETF
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
1,112,876
-
Shares change
-
-94,353
-
Total reported value, excl. options
-
$57,669,773
-
Value change
-
-$4,908,145
-
Number of buys
-
17
-
Number of sells
-
-6
-
Price
-
$51.83
Significant Holders of SCHWAB STRATEGIC TR - MUN BD ETF (SCMB) as of Q2 2023
28 filings reported holding SCMB - SCHWAB STRATEGIC TR - MUN BD ETF as of Q2 2023.
SCHWAB STRATEGIC TR - MUN BD ETF (SCMB) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,112,876 shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (662,509 shares), Wedmont Private Capital (115,778 shares), MYECFO, LLC (68,180 shares), O'ROURKE & COMPANY, Inc (33,632 shares), GOLDMAN SACHS GROUP INC (33,558 shares), JANE STREET GROUP, LLC (32,400 shares), ENVESTNET ASSET MANAGEMENT INC (28,742 shares), TrinityPoint Wealth, LLC (24,817 shares), Sequoia Financial Advisors, LLC (23,641 shares), and Cetera Investment Advisers (15,148 shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.