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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: 59    14
Total shares held : 
 2,569,381  
% of shares held : 
 11.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 369,868  
% of shares held change : 
   1.67%  
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 :
15
 96,961
 3.77%
 
Increased Positions :
23
 321,987
 12.53%
 
Unchanged Positions :
11
 160,666
 6.25%
 
Decreased Positions :
10
-41,572
-1.62%
 
Closed Positions :
1
-7,508
-0.29%
 
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
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 529 *New 2024-06-30 18,995 $976,000 18,995
   Savvy Advisors Inc. 85 *New 2024-06-30 17,134 $881,000 17,134
   PUTNAM FL INVESTMENT MANAGEMENT CO 371 *New 2024-06-30 13,296 $683,000 13,296
   DONALDSON CAPITAL MANAGEMENT LLC 150 *New 2024-06-30 10,956 $563,000 10,956
   Acorn Wealth Advisors LLC 117 *New 2024-06-30 7,102 $365,000 7,102
   TSA Wealth Managment LLC 50 *New 2024-06-30 6,903 $355,000 6,903
   CAP Partners LLC 105 *New 2024-06-30 4,955 $255,000 4,955
   Bedel Financial Consulting Inc. 221 *New 2024-06-30 4,550 $234,000 4,550
   MML INVESTORS SERVICES LLC 2256 *New 2024-06-30 4,463 $229,000 4,463
   CITADEL ADVISORS LLC 4442 *New 2024-06-30 3,909 $201,000 3,909
   UBS Group AG 5001 *New 2024-06-30 1,853 $95,000 1,853
   RFP Financial Group LLC 161 *New 2024-06-30 1,685 $87,000 1,685
   Great Lakes Retirement Inc. 330 *New 2024-06-30 680 $35,000 680
   Glassman Wealth Services 143 *New 2024-06-30 279 $14,000 279
   Red Tortoise LLC 236 *New 2024-06-30 201 $10,000 201
   Retirement Group LLC 522 *New 2024-03-31 141 $7,000 141
   Pflug Koory LLC 398 *New 2024-03-31 6 $0 6
  17 Records found
  1    
  Page 1 of 1
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