SCHWAB STRATEGIC TR - MUN BD ETF (SCMB)

CUSIP: 808524649

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

Quarterly Holders Quick Answers

What is CUSIP 808524649?
CUSIP 808524649 identifies SCMB - SCHWAB STRATEGIC TR - MUN BD ETF in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of SCMB - SCHWAB STRATEGIC TR - MUN BD ETF (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

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

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
25
Q2 2023 holders
26
Holder diff
1
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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