SCMB · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCMB)
Who is buying and selling SCMB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 29
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCMB at a glance
- No open-market insider purchases or sales of SCMB were filed in the last 90 days.
- 29 13F filers hold SCMB among their 50 largest positions, worth $170.3M combined. The biggest bets by portfolio weight are Fort Point Capital Partners LLC (2.8%), Myecfo, LLC (1.7%) and Avidian Wealth Enterprises, LLC (1.5%). In their latest 13Fs, 1 manager opened a new position and 8 added to one.
- No member of Congress has disclosed a trade in SCMB.
SCMB insider trading
No open-market insider purchases or sales of SCMB were filed in the last 90 days.
Who owns SCMB? Hedge funds and superinvestors
29 13F filers hold SCMB among their 50 largest positions, worth $170.3M combined. The biggest bets by portfolio weight are Fort Point Capital Partners LLC (2.8%), Myecfo, LLC (1.7%) and Avidian Wealth Enterprises, LLC (1.5%). In their latest 13Fs, 1 manager opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Avidian Wealth Enterprises, LLCWealth manager | 1.5% | $53.9M | 2,232,098 | +50.4% shares | Q3 2026 |
| Fort Point Capital Partners LLCWealth manager | 2.8% | $26.2M | 1,014,596 | +44.2% shares | Q2 2026 |
| Pallas Capital Advisors LLCWealth manager | 0.7% | $23.7M | 918,625 | +8.7% shares | Q2 2026 |
| Resonant Capital Advisors, LLCWealth manager | 0.5% | $10.2M | 420,371 | — | Q3 2026 |
| Smith, Moore & Co.Wealth manager | 0.6% | $8.5M | 329,854 | — | Q2 2026 |
| Charles Schwab Trust CoBank & trust | 0.4% | $6.2M | 254,695 | -75.9% shares | Q3 2026 |
| Myecfo, LLCWealth manager | 1.7% | $4.5M | 186,910 | +11.8% shares | Q3 2026 |
| Beaird Harris Wealth Management, LLCWealth manager | 0.3% | $4.3M | 166,612 | -13.4% shares | Q2 2026 |
| Values Added Financial LLCWealth manager | 1.5% | $4.2M | 173,170 | — | Q3 2026 |
| Compass Financial Group, INC/SDWealth manager | 0.4% | $3.9M | 160,078 | +6.8% shares | Q3 2026 |
| Rosenberg Matthew HamiltonInvestment manager | 0.7% | $3.8M | 157,341 | — | Q3 2026 |
| Shared Vision Wealth Group LLCWealth manager | 1.1% | $3.1M | 118,406 | +106.7% shares | Q2 2026 |
| Archer Investment Management, LLCWealth manager | 0.8% | $2.6M | 108,963 | — | Q3 2026 |
| Vested Financial Planning, LLCWealth manager | 1.5% | $2.1M | 85,980 | New | Q3 2026 |
| O'ROURKE & COMPANY, IncWealth manager | 0.6% | $1.8M | 70,567 | +5.9% shares | Q2 2026 |
| Torrey Growth & Income AdvisorsWealth manager | 0.5% | $1.4M | 52,690 | -49.2% shares | Q2 2026 |
| Ackerman Capital Advisors, LLCWealth manager | 0.3% | $1.3M | 51,039 | -5.7% shares | Q2 2026 |
| Core Wealth Advisors, LLCWealth manager | 0.9% | $1.3M | 49,904 | -0.8% shares | Q2 2026 |
| Verus Financial Partners, Inc.Wealth manager | 0.1% | $1.2M | 48,690 | — | Q3 2026 |
| Family Capital Management, Inc.Wealth manager | 0.4% | $1.1M | 41,166 | +15.5% shares | Q2 2026 |
| Stolz & Associates, PsWealth manager | 0.6% | $996K | 38,590 | +0.2% shares | Q2 2026 |
| Northeast Financial Group, Inc.Institutional asset manager | 0.3% | $978K | 38,390 | -4.1% shares | Q1 2026 |
| RMG Wealth Management LLCWealth manager | 0.1% | $680K | 27,676 | — | Q3 2026 |
| Legacy Wealth Management, LLCWealth manager | 0.0% | $653K | 27,045 | -25.9% shares | Q3 2026 |
| Golden Bell Financial Planning LLCWealth manager | 0.3% | $467K | 18,077 | +0.6% shares | Q2 2026 |
| Morton Brown Family Wealth, LLCWealth manager | 0.1% | $394K | 16,291 | — | Q3 2026 |
| Intentional Wealth Strategies, LLCWealth manager | 0.3% | $350K | 13,564 | — | Q2 2026 |
| January Capital Advisors LLCWealth manager | 0.3% | $311K | 12,026 | +0.0% shares | Q2 2026 |
| Financial Life AdvisorsWealth manager | 0.1% | $309K | 12,776 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 14, Q1 2026: 1). Screen SCMB in the grand portfolio →
SCMB stock trades by members of Congress
No member of Congress has disclosed a trade in SCMB.
SCMB questions and answers
Are insiders buying SCMB stock?
No open-market insider purchases or sales of SCMB were filed in the last 90 days.
Which hedge funds own SCMB?
29 13F filers hold SCMB among their 50 largest positions, worth $170.3M combined. The biggest bets by portfolio weight are Fort Point Capital Partners LLC (2.8%), Myecfo, LLC (1.7%) and Avidian Wealth Enterprises, LLC (1.5%). In their latest 13Fs, 1 manager opened a new position and 8 added to one.
Has Congress traded SCMB?
No member of Congress has disclosed a trade in SCMB.
Who is the largest holder of SCMB?
Among 13F filers, Avidian Wealth Enterprises, LLC reports the largest SCMB position, $53.9M (2,232,098 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Fort Point Capital Partners LLC's: 2.8% of its portfolio.
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