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Schwab Municipal Bond ETF (SCMB) Institutional Ownership

$25.10 -0.01 (-0.04%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Municipal Bond ETF (NYSEARCA:SCMB)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$125.90M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$12.74M
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SCMB Institutional Buying and Selling by Quarter

Schwab Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Grant Street Asset Management Inc.15,665$397K0.1%N/A0.061%
4/30/2025 Allworth Financial LP1,150$29K0.0%N/A0.004%
4/30/2025 Family Capital Management Inc.23,248$590K0.4%+4.7%0.091%
4/29/2025 Envestnet Asset Management Inc.221,109$5.61M0.0%+75.6%0.864%
4/29/2025 Pure Portfolios Holdings LLC15,085$383K0.1%N/A0.059%
4/28/2025 Resonant Capital Advisors LLC36,207$919K0.1%+10.7%0.141%
4/25/2025 Rochester Wealth Strategies LLC247,319$6.27M5.0%N/A0.966%
4/25/2025 Root Financial Partners LLC22,672$575K0.1%+52.8%0.089%
4/25/2025 Legacy Wealth Management Inc12,110$307K0.0%N/A0.047%
4/24/2025 Cornerstone Advisors Asset Management LLC81,119$2.06M0.4%+75.6%0.317%
4/23/2025 Creative Financial Designs Inc. ADV57,492$1.46M0.1%+80.4%0.225%
4/23/2025 Sequoia Financial Advisors LLC18,462$468K0.0%+6.3%0.072%
4/23/2025 Perigon Wealth Management LLC165,158$4.19M0.1%N/A0.645%
4/23/2025 Investment Planning Advisors Inc.55,467$1.41M0.6%N/A0.217%
4/17/2025 Janney Montgomery Scott LLC65,000$1.65M0.0%N/A0.254%
4/17/2025 Columbus Macro LLC60,026$1.52M0.2%+5.6%0.234%
4/16/2025 Wealth Enhancement Advisory Services LLC57,010$1.45M0.0%-10.3%0.223%
4/15/2025 Trinity Financial Advisors LLC42,319$1.07M0.2%N/A0.182%
4/15/2025 Fiduciary Financial Group LLC20,578$510K0.1%-48.7%0.088%
4/15/2025 West Paces Advisors Inc.10,565$268K0.1%-40.3%0.045%
4/14/2025 Pallas Capital Advisors LLC669,251$16.98M0.7%+24.0%2.872%
4/14/2025 Wedmont Private Capital574,349$14.16M0.7%+15.7%2.465%
4/14/2025 Gemmer Asset Management LLC10,340$262K0.0%N/A0.044%
4/10/2025 Charles Schwab Trust Co528,439$13.41M1.1%-35.2%2.268%
4/10/2025 CGN Advisors LLC234,053$5.94M0.6%-23.5%1.005%
4/8/2025 Myecfo LLC132,760$3.36M1.8%+6.0%0.570%
3/17/2025 Wealth Enhancement Advisory Services LLC63,591$1.63M0.0%+101.8%0.300%
2/25/2025B. Riley Wealth Advisors Inc.33,425$858K0.0%+125.8%0.160%
2/17/2025TrinityPoint Wealth LLC46,651$1.20M0.2%+99.9%0.759%
2/17/2025Cetera Investment Advisers56,071$1.44M0.0%+98.2%0.912%
2/17/2025Captrust Financial Advisors37,537$964K0.0%+79.7%0.610%
2/17/2025Chapman Financial Group LLC5,800$149K0.1%N/A0.094%
2/17/2025Bank of America Corp DE440,154$11.30M0.0%+195.6%7.157%
2/14/2025 West Paces Advisors Inc.17,685$454K0.1%N/A0.288%
2/14/2025Mercer Global Advisors Inc. ADV25,720$660K0.0%+123.1%0.418%
2/14/2025Jane Street Group LLC95,272$2.45M0.0%+151.3%1.549%
2/14/2025Berger Financial Group Inc24,560$631K0.0%+100.0%0.399%
2/14/2025Capital Analysts LLC2,791$72K0.0%+228.4%0.045%
2/13/2025United Capital Financial Advisors LLC58,104$1.49M0.0%+315.2%0.945%
2/13/2025CreativeOne Wealth LLC8,216$211K0.0%N/A0.134%
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2/13/2025Mariner LLC8,200$211K0.0%+100.0%0.133%
2/13/2025SageView Advisory Group LLC39,734$1.02M0.0%N/A0.646%
2/13/2025O ROURKE & COMPANY Inc88,406$2.27M1.1%+111.9%1.437%
2/13/2025Savvy Advisors Inc.34,268$880K0.1%+100.0%0.557%
2/13/2025 Envestnet Asset Management Inc.125,900$3.23M0.0%+187.8%2.047%
2/12/2025CIBC Private Wealth Group LLC6,000$154K0.0%+300.0%0.098%
2/12/2025RWA Wealth Partners LLC140,946$3.62M0.0%+102.8%2.292%
2/12/2025 BCO Wealth Management LLC28,101$722K0.6%N/A0.457%
2/12/2025JPMorgan Chase & Co.29,378$754K0.0%-49.5%0.478%
2/10/2025Thrivent Financial for Lutherans9,794$253K0.0%+100.0%0.159%
2/10/2025 Creative Financial Designs Inc. ADV31,875$819K0.1%+211.6%0.518%
2/10/2025 Carl Stuart Investment Advisor Inc.55,424$1.42M0.8%N/A0.901%
2/7/2025 Sequoia Financial Advisors LLC17,368$446K0.0%+100.0%0.282%
2/7/2025HighTower Advisors LLC8,009$206K0.0%+100.0%0.130%
2/7/2025 Donaldson Capital Management LLC41,887$1.08M0.0%+137.4%0.681%
2/7/2025Altiora Financial Group LLC20,000$514K0.1%+100.0%0.325%
2/7/2025Larson Financial Group LLC1,006$26K0.0%+100.8%0.016%
2/6/2025Charles Schwab Investment Management Inc.1,164,822$29.91M0.0%+82.1%18.940%
2/6/2025 TSA Wealth Managment LLC28,540$733K0.3%+100.0%0.464%
2/6/2025Bedel Financial Consulting Inc.9,948$256K0.0%+118.5%0.162%
2/6/2025Meridian Wealth Management LLC55,245$1.42M0.1%+593.4%0.898%
2/6/2025Jones Financial Companies Lllp79,761$2.05M0.0%N/A1.297%
2/5/2025Flputnam Investment Management Co.26,592$683K0.0%+100.0%0.432%
2/5/2025 LifeGoal Wealth Advisors8,920$229K0.2%N/A0.145%
2/4/2025IFP Advisors Inc3,290$84K0.0%+100.0%0.053%
2/4/2025WealthShield Partners LLC5,724$147K0.0%+100.0%0.093%
2/4/2025Golden Bell Financial Planning LLC13,554$348K0.3%N/A0.220%
2/3/2025 Element Wealth LLC7,350$189K0.1%+100.0%0.120%
2/3/2025 Bell Bank11,608$298K0.0%N/A0.189%
1/31/2025 Cornerstone Advisors Asset Management LLC46,195$1.19M0.3%+269.2%0.751%
1/31/2025 Truist Financial Corp5,275$135K0.0%N/A0.086%
1/30/2025Compass Financial Group INC SD19,493$501K0.1%+259.0%0.317%
1/30/2025 Root Financial Partners LLC14,839$381K0.0%N/A0.241%
1/30/2025 Family Capital Management Inc.22,214$570K0.3%+149.5%0.361%
1/29/2025CAP Partners LLC11,488$295K0.2%+131.4%0.187%
1/24/2025 Columbus Macro LLC56,848$1.46M0.2%+266.8%0.924%
1/24/2025 Resonant Capital Advisors LLC32,697$840K0.1%N/A0.532%
1/23/2025Northeast Financial Group Inc.65,185$1.67M0.6%N/A1.060%
1/23/2025VanderPol Investments L.L.C.80,182$2.06M4.5%+93.8%1.304%
1/22/2025VCI Wealth Management LLC17,684$454K0.2%+96.8%0.288%
1/17/2025Galvin Gaustad & Stein LLC17,790$457K0.0%+101.5%0.289%
1/17/2025 Avior Wealth Management LLC5,686$146K0.0%+100.0%0.092%
1/16/2025 Charles Schwab Trust Co815,340$20.94M1.8%+196.8%13.258%
1/15/2025 CGN Advisors LLC306,135$7.86M0.8%+174.4%4.978%
1/14/2025 Fiduciary Financial Group LLC40,081$1.02M0.2%N/A0.652%
1/14/2025 Myecfo LLC125,288$3.23M1.7%+101.2%2.037%
1/13/2025 AdvisorNet Financial Inc32,128$825K0.1%+108.2%0.522%
1/13/2025 Pallas Capital Advisors LLC539,702$13.86M0.6%+12.2%8.776%
1/13/2025Kades & Cheifetz LLC14,189$364K0.2%+102.1%0.231%
1/13/2025 Wedmont Private Capital496,568$12.67M0.7%+100.9%8.074%
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12/26/2024JPMorgan Chase & Co.58,155$3.06M0.0%+44.9%0.946%
12/13/2024B. Riley Wealth Advisors Inc.14,800$777K0.0%+24.1%0.241%
11/15/2024 Continuum Advisory LLC800$42K0.0%+166.7%0.013%
11/15/2024Jane Street Group LLC37,916$1.99M0.0%-43.8%0.617%
11/15/2024HighTower Advisors LLC4,005$210K0.0%N/A0.065%
11/14/2024Captrust Financial Advisors20,888$1.10M0.0%+3.5%0.340%
11/12/2024Larson Financial Group LLC501$26K0.0%N/A0.008%
11/12/2024 Family Capital Management Inc.8,903$468K0.3%+26.8%0.145%
11/12/2024Meridian Wealth Management LLC7,967$419K0.0%N/A0.130%
11/12/2024Charles Schwab Investment Management Inc.639,567$33.60M0.0%-0.2%10.399%
(Data available from 1/1/2016 forward)

SCMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCMB shares?

During the previous two years, 91 institutional investors and hedge funds held shares of Schwab Municipal Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($29.91M), Pallas Capital Advisors LLC ($16.98M), Wedmont Private Capital ($14.16M), Charles Schwab Trust Co ($13.41M), Bank of America Corp DE ($11.30M), Susquehanna International Group LLP ($9.57M), and Beaird Harris Wealth Management LLC ($6.32M).Learn more on SCMB's institutional investors.

Which institutional investors have been buying Schwab Municipal Bond ETF stock?

Of the 90 institutional investors that purchased Schwab Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Trust Co ($822.52K), Pallas Capital Advisors LLC ($540.24K), Charles Schwab Investment Management Inc. ($527.51K), Wedmont Private Capital ($476.97K), CGN Advisors LLC ($308.01K), Bank of America Corp DE ($291.28K), and Rochester Wealth Strategies LLC ($247.32K).

How much institutional buying is happening at Schwab Municipal Bond ETF?

Institutional investors have bought a total of 5,976,098 shares in the last 24 months. This purchase volume represents approximately $153.76M in transactions.

Which Schwab Municipal Bond ETF major shareholders have been selling company stock?

Of the 19 institutional investors that sold Schwab Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Trust Co ($286.90K), CGN Advisors LLC ($72.08K), Charles Schwab Investment Management Inc. ($71.17K), Myecfo LLC ($33.26K), Jane Street Group LLC ($29.58K), JPMorgan Chase & Co. ($28.78K), and Fiduciary Financial Group LLC ($19.50K).

How much institutional selling is happening at Schwab Municipal Bond ETF?

Institutional investors have sold a total of 595,933 shares in the last 24 months. This volume of shares sold represents approximately $15.22M in transactions.


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This page (NYSEARCA:SCMB) was last updated on 5/2/2025 by MarketBeat.com Staff
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