Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MUN BD ETF
-
Total 13F shares
-
3,903,515
-
Share change
-
+718,140
-
Total reported value
-
$100,650,215
-
Price per share
-
$25.76
-
Number of holders
-
24
-
Value change
-
+$18,524,309
-
Number of buys
-
16
-
Number of sells
-
4
Institutional Holders of SCHWAB STRATEGIC TR - MUN BD ETF (SCMB) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - MUN BD ETF (SCMB) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,903,515 shares.
The largest 10 holders included
Charles Schwab Trust Co, Pallas Capital Advisors LLC, Wedmont Private Capital, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, CGN Advisors LLC, Perigon Wealth Management, LLC, MYECFO, LLC, Investment Planning Advisors, Inc., DONALDSON CAPITAL MANAGEMENT, LLC, and TSA Wealth Managment LLC.
This page lists
24
institutional shareholders reporting positions in this security
for the Q4 2025 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.