Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / MUN BD ETF
-
Total 13F shares
-
2,234,244
-
Share change
-
+305,950
-
Total reported value
-
$116,172,666
-
Price per share
-
$52.05
-
Number of holders
-
48
-
Value change
-
+$15,866,140
-
Number of buys
-
33
-
Number of sells
-
21
Institutional Holders of SCHWAB STRATEGIC TR - MUN BD ETF (SCMB) as of Q1 2024
As of 31 Mar 2024,
SCHWAB STRATEGIC TR - MUN BD ETF (SCMB) was held by
48 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,234,244 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Charles Schwab Trust Co, Wedmont Private Capital, Pallas Capital Advisors LLC, Beaird Harris Wealth Management, LLC, BANK OF AMERICA CORP /DE/, MYECFO, LLC, CGN Advisors LLC, RWA WEALTH PARTNERS, LLC, and O'ROURKE & COMPANY, Inc.
This page lists
48
institutional shareholders reporting positions in this security
for the Q1 2024 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.