Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MUN BD ETF
-
Total 13F shares
-
1,969,371
-
Share change
-
+626,972
-
Total reported value
-
$103,579,426
-
Price per share
-
$52.61
-
Number of holders
-
51
-
Value change
-
+$32,965,237
-
Number of buys
-
41
-
Number of sells
-
6
Institutional Holders of SCHWAB STRATEGIC TR - MUN BD ETF (SCMB) as of Q4 2023
As of 31 Dec 2023,
SCHWAB STRATEGIC TR - MUN BD ETF (SCMB) was held by
51 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,969,371 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Wedmont Private Capital, Pallas Capital Advisors LLC, Charles Schwab Trust Co, Beaird Harris Wealth Management, LLC, BANK OF AMERICA CORP /DE/, MYECFO, LLC, Adviser Investments LLC, O'ROURKE & COMPANY, Inc, and CARL STUART INVESTMENT ADVISOR, INC.
This page lists
51
institutional shareholders reporting positions in this security
for the Q4 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.