Institutional Ownership
Schwab Strategic Tr
CUSIP 808524649MUN BD ETFSCMBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
168
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 66.31M | $1.69B |
| 2 | Bank Of America Corp /De/ | 21.96M | $559.53M |
| 3 | Jones Financial Companies Lllp | 2.98M | $75.45M |
| 4 | Avidian Wealth Enterprises, LLC | 1.50M | $38.15M |
| 5 | Charles Schwab Trust Co | 949.5K | $24.19M |
| 6 | Jane Street Group, LLC | 868.5K | $22.13M |
| 7 | Pallas Capital Advisors LLC | 845.2K | $21.54M |
| 8 | United Capital Financial Advisors, LLC | 779.9K | $19.88M |
| 9 | Creative Planning | 748.8K | $19.08M |
| 10 | Envestnet Asset Management Inc | 726.4K | $18.51M |