Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / MUN BD ETF
-
Total 13F shares
-
1,112,876
-
Share change
-
-94,353
-
Total reported value
-
$57,669,773
-
Price per share
-
$51.83
-
Number of holders
-
26
-
Value change
-
-$4,908,145
-
Number of buys
-
17
-
Number of sells
-
6
Institutional Holders of SCHWAB STRATEGIC TR - MUN BD ETF (SCMB) as of Q2 2023
As of 30 Jun 2023,
SCHWAB STRATEGIC TR - MUN BD ETF (SCMB) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,112,876 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Wedmont Private Capital, MYECFO, LLC, O'ROURKE & COMPANY, Inc, GOLDMAN SACHS GROUP INC, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, TrinityPoint Wealth, LLC, Sequoia Financial Advisors, LLC, and Cetera Investment Advisers.
This page lists
26
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| 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.