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Get Institutions for : 
Schwab Municipal Bond Etf (SCMB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    16
Total shares held : 
 1,806,798  
% of shares held : 
 81.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   32  
Amount of shares held : 
 468,974  
% of shares held change : 
   21.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 191,946
 10.62%
 
Increased Positions :
20
 353,615
 19.57%
 
Unchanged Positions :
7
 38,494
 2.13%
 
Decreased Positions :
4
-76,019
-4.21%
 
Closed Positions :
2
-568
-0.03%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1312 - 2023-12-31 592,762 $31,185,000 -49,256
   Charles Schwab Trust Co 19 - 2024-03-31 277,203 $14,428,000 152,424
   Wedmont Private Capital 19 - 2024-03-31 247,221 $12,759,000 639
   Pallas Capital Advisors LLC 58 - 2024-03-31 140,947 $7,336,000 14,725
   Beaird Harris Wealth Management LLC 28 *New 2023-12-31 120,091 $6,318,000 120,091
   BANK OF AMERICA CORP /DE/ 2807 - 2023-12-31 107,865 $5,675,000 84,808
   MYECFO LLC 8 - 2024-03-31 86,500 $4,502,000 -5,280
   Garrett Investment Advisors LLC 37 *New 2024-03-31 85,637 $4,457,000 85,637
   Adviser Investments LLC - 2024-03-31 68,258 $3,553,000 3,161
   OROURKE & COMPANY Inc 19 - 2024-03-31 44,568 $2,320,000 1,619
   VanderPol Investments L.L.C. 5 *New 2024-03-31 42,147 $2,194,000 42,147
   CAPTRUST FINANCIAL ADVISORS 927 *New 2023-12-31 36,465 $1,918,000 36,465
   ENVESTNET ASSET MANAGEMENT INC 2561 - 2023-12-31 32,567 $1,713,000 3,833
   Lindenwold Advisors 40 *New 2023-12-31 28,250 $1,486,000 28,250
   BANK OF NEW YORK MELLON CORP 2929 *New 2024-03-31 28,400 $1,478,000 28,400
   TrinityPoint Wealth LLC 103 - 2023-12-31 24,648 $1,297,000 143
   JANE STREET GROUP LLC 2956 - 2023-12-31 23,404 $1,231,000 -24,693
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1191 - 2024-03-31 21,190 $1,103,000 16,870
   BOOTHBAY FUND MANAGEMENT LLC 547 *New 2023-12-31 19,464 $1,024,000 19,464
   Cetera Investment Advisers 1102 - 2023-12-31 18,926 $996,000 3,715
   AdvisorNet Financial Inc 223 - 2024-03-31 16,879 $879,000 1,005
   Column Capital Advisors LLC 73 - 2023-09-30 13,876 $688,000 0
   Berger Financial Group Inc 178 *New 2024-03-31 12,474 $649,000 12,474
   Balboa Wealth Partners 100 - 2023-12-31 10,610 $558,000 1,610
   Columbus Macro LLC 135 - 2024-03-31 10,186 $530,000 -87
   Altiora Financial Group LLC 54 - 2024-03-31 10,000 $521,000 0
   AE Wealth Management LLC 1455 *New 2023-12-31 9,092 $473,000 9,092
   Sequoia Financial Advisors LLC 715 - 2024-03-31 8,711 $453,000 -10,645
   NATIONAL ASSET MANAGEMENT, INC. 893 - 2023-12-31 8,175 $430,000 3,600
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 8,011 $417,000 2,264
   Gleason Group Inc. 54 - 2024-03-31 7,508 $391,000 0
   MULTIFINANCIAL SECURITIES CORP 1264 - 2023-12-31 7,422 $390,000 108
   Kades & Cheifetz LLC 61 *New 2023-12-31 6,865 $361,000 6,865
   Maia Wealth LLC 136 - 2023-12-31 6,770 $356,000 0
   VCI Wealth Management LLC 90 - 2024-03-31 6,804 $354,000 -346
   Galvin Gaustad & Stein LLC 145 - 2024-03-31 6,744 $351,000 22
   MARINER WEALTH ADVISORS, LLC 2218 *New 2023-12-31 6,500 $342,000 6,500
   Paul Damon & Associates Inc. 51 *New 2024-03-31 6,023 $313,000 6,023
   FF AdvisorsLLC 68 - 2024-03-31 5,560 $289,000 -525
   FINANCIAL NETWORK 2272 - 2023-12-31 5,469 $288,000 15
   Kestra Advisory Services LLC 1860 *New 2023-12-31 5,435 $286,000 5,435
   OLD MISSION CAPITAL LLC 768 *New 2023-12-31 4,903 $258,000 4,903
   NWAM LLC 498 *New 2023-12-31 4,400 $231,000 4,400
   Advisor Group Holdings Inc. 3850 - 2023-12-31 4,034 $212,000 685
   THRIVENT FINANCIAL FOR LUTHERANS 2349 - 2023-12-31 3,962 $208,000 3,962
   Emerald Investment Partners LLC 292 *New 2024-03-31 2,862 $149,000 2,862
   Element Wealth LLC 144 - 2023-12-31 2,240 $118,000 0
   J P MORGAN CHASE & CO 4469 - 2023-12-31 2,011 $106,000 -1,465
   Farther Finance Advisors LLC 846 *New 2023-12-31 1,600 $84,000 1,600
   CVA Family Office LLC 439 - 2024-03-31 1,214 $63,000 5
   VitalStone Financial LLC 140 - 2023-12-31 1,176 $62,000 500
   EPG Wealth Management LLC 348 - 2023-12-31 375 $19,000 0
   Aptus Capital Advisors LLC 778 *New 2023-12-31 205 $11,000 205
   ADVISORY SERVICES NETWORK, LLC 2789 *New 2023-12-31 205 $11,000 205
   Retirement Group LLC *New 2024-03-31 141 $7,000 141
   Capital Investment Advisory Services LLC 841 *New 2024-03-31 125 $7,000 125
   Streettalk Advisors LLC *Closed 2024-03-31 0 $0 -4,077
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Pflug Koory LLC 398 *New 2024-03-31 6 $0 6
   IFP Advisors Inc 3041 *Closed 2023-12-31 0 $0 -500
   UBS Group AG 8078 *Closed 2023-12-31 0 $0 -68
   CARL STUART INVESTMENT ADVISOR INC 22 *Closed 2024-03-31 0 $0 -39,627
   Miracle Mile Advisors LLC 527 *Closed 2024-03-31 0 $0 -3,816
  63 Records found
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