Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MUN BD ETF
-
Total 13F shares
-
6,947,995
-
Share change
-
+3,933,362
-
Total reported value
-
$178,350,769
-
Price per share
-
$25.68
-
Number of holders
-
84
-
Value change
-
+$99,997,266
-
Number of buys
-
73
-
Number of sells
-
5
Institutional Holders of SCHWAB STRATEGIC TR - MUN BD ETF (SCMB) as of Q4 2024
As of 31 Dec 2024,
SCHWAB STRATEGIC TR - MUN BD ETF (SCMB) was held by
84 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,947,995 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Charles Schwab Trust Co, Fort Point Capital Partners LLC, Pallas Capital Advisors LLC, Wedmont Private Capital, BANK OF AMERICA CORP /DE/, CGN Advisors LLC, Beaird Harris Wealth Management, LLC, RWA WEALTH PARTNERS, LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
84
institutional shareholders reporting positions in this security
for the Q4 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.