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Schwab Municipal Bond ETF (SCMB) Institutional Ownership

$25.61 +0.01 (+0.04%)
Closing price 10/3/2025 04:10 PM Eastern
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$25.62 +0.00 (+0.02%)
As of 10/3/2025 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)
105
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$18.58M
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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
10/3/2025Breakwater Investment Management40,006$1.03M0.4%+310.7%0.047%
9/26/2025Corient Private Wealth LLC26,426$665K0.0%N/A0.031%
9/19/2025Canal Capital Management LLC10,723$270K0.0%N/A0.013%
9/4/2025Osaic Holdings Inc.34,249$862K0.0%-11.9%0.040%
8/27/2025Orion Porfolio Solutions LLC10,689$269K0.0%N/A0.013%
8/15/2025Asset Allocation Strategies LLC10,609$267K0.1%-4.6%0.013%
8/15/2025Corient Private Wealth LLC52,852$1.33M0.0%N/A0.062%
8/15/2025Chapman Financial Group LLC5,800$146K0.1%N/A0.007%
8/15/2025Captrust Financial Advisors55,477$1.40M0.0%+43.4%0.065%
8/15/2025Orion Porfolio Solutions LLC10,689$269K0.0%N/A0.013%
8/15/2025MML Investors Services LLC78,195$1.97M0.0%+97.7%0.092%
8/15/2025Great Valley Advisor Group Inc.15,285$385K0.0%N/A0.018%
8/15/2025Bank of America Corp DE453,989$11.43M0.0%-1.1%0.536%
8/14/2025Jane Street Group LLC522,022$13.15M0.0%+143.5%0.616%
8/14/2025Raymond James Financial Inc.4,368$110K0.0%N/A0.005%
8/14/2025Quantinno Capital Management LP91,765$2.31M0.0%N/A0.108%
8/14/2025Peapack Gladstone Financial Corp22,598$569K0.0%N/A0.027%
8/13/2025SageView Advisory Group LLC9,940$248K0.0%N/A0.012%
8/13/2025Smith Moore & CO.44,860$1.13M0.1%N/A0.053%
8/12/2025Blueprint Financial Advisors LLC24,245$610K0.2%N/A0.029%
8/12/2025CreativeOne Wealth LLC16,337$411K0.0%+33.4%0.019%
8/12/2025Charles Schwab Investment Management Inc.52,643,707$1.33B0.2%+4,409.7%62.153%
8/12/2025MAI Capital Management24,802$625K0.0%+1.7%0.029%
8/12/2025JPMorgan Chase & Co.128,813$3.24M0.0%+165.5%0.152%
8/12/2025Howe & Rusling Inc.8,174$206K0.0%N/A0.010%
8/8/2025Cetera Investment Advisers44,660$1.13M0.0%-24.2%0.053%
8/8/2025Creative Planning34,647$872K0.0%-2.5%0.041%
8/8/2025Burling Wealth Partners LLC8,625$217K0.0%N/A0.010%
8/8/2025Francis Financial Inc.42,671$1.07M0.2%N/A0.051%
8/6/2025RWA Wealth Partners LLC98,812$2.49M0.0%-28.0%0.118%
8/5/2025Golden Bell Financial Planning LLC15,455$389K0.4%+12.3%0.019%
8/4/2025Creative Financial Designs Inc. ADV53,969$1.36M0.1%-6.1%0.065%
8/1/2025Envestnet Asset Management Inc.320,242$8.06M0.0%+44.8%0.384%
7/31/2025Resonant Capital Advisors LLC41,046$1.03M0.1%+13.4%0.049%
7/31/2025TSA Wealth Managment LLC52,747$1.33M0.5%+85.7%0.063%
7/31/2025CAP Partners LLC14,554$366K0.2%+8.2%0.017%
7/30/2025Family Capital Management Inc.24,527$618K0.3%+5.5%0.029%
7/30/2025VCI Wealth Management LLC15,982$402K0.1%+3.3%0.019%
7/30/2025Avidian Wealth Enterprises LLC77,355$1.95M0.1%N/A0.093%
7/28/2025Harbour Investments Inc.9,252$233K0.0%+101.5%0.011%
7/25/2025Sequoia Financial Advisors LLC14,791$372K0.0%-19.9%0.018%
7/25/2025Ackerman Capital Advisors LLC69,482$1.75M0.4%N/A0.083%
7/24/2025VanderPol Investments L.L.C.83,785$2.11M4.4%-3.0%0.100%
7/24/2025Galvin Gaustad & Stein LLC17,628$444K0.0%+3.8%0.021%
7/23/2025Columbus Macro LLC43,946$1.11M0.1%-26.8%0.053%
7/23/2025Pure Portfolios Holdings LLC87,748$2.21M0.7%+481.7%0.105%
7/22/2025Gemmer Asset Management LLC13,831$348K0.0%+33.8%0.017%
7/22/2025Berger Financial Group Inc20,644$520K0.0%-15.9%0.025%
7/22/2025Compass Financial Group INC SD23,036$580K0.1%+2.4%0.028%
7/21/2025Ameritas Advisory Services LLC5,530$139K0.0%N/A0.007%
7/21/2025Investment Planning Advisors Inc.62,039$1.56M0.6%+11.8%0.074%
7/18/2025Northeast Financial Group Inc.51,676$1.30M0.4%+34.1%0.062%
7/18/2025O ROURKE & COMPANY Inc76,021$1.91M0.9%-14.1%0.091%
7/17/2025Legacy Wealth Management Inc34,193$861K0.1%+182.4%0.040%
7/17/2025Janney Montgomery Scott LLC75,000$1.89M0.0%+15.4%0.088%
7/17/2025Charles Schwab Trust Co733,104$18.46M1.4%+38.7%0.860%
7/16/2025Vestia Personal Wealth Advisors18,728$472K0.3%N/A0.022%
7/16/2025Perigon Wealth Management LLC179,898$4.53M0.1%+8.9%0.211%
7/15/2025CGN Advisors LLC207,164$5.22M0.5%-11.5%0.243%
7/11/2025Myecfo LLC145,160$3.66M1.8%+9.3%0.174%
7/10/2025Wealth Enhancement Advisory Services LLC134,584$3.38M0.0%+136.1%0.162%
7/10/2025Wedmont Private Capital489,484$12.30M0.5%-14.8%0.588%
7/9/2025Breakwater Investment Management9,740$245K0.1%N/A0.012%
7/9/2025Pallas Capital Advisors LLC755,515$19.02M0.7%+12.9%0.908%
7/9/2025Breakwater Capital Group8,194$206K0.0%N/A0.010%
7/8/2025Heartwood Wealth Advisors LLC9,243$233K0.0%N/A0.011%
7/3/2025Fiduciary Financial Group LLC12,844$323K0.1%-37.6%0.016%
6/27/2025Goldman Sachs Group Inc.49,182$1.25M0.0%N/A0.061%
5/28/2025Jones Financial Companies Lllp2,578,897$65.36M0.1%+3,133.3%3.389%
5/19/2025Jane Street Group LLC214,377$5.44M0.0%+125.0%0.282%
5/19/2025Trinity Financial Advisors LLC42,319$1.08M0.4%N/A0.056%
5/16/2025Goldman Sachs Group Inc.49,182$1.25M0.0%N/A0.065%
5/16/2025Jones Financial Companies Lllp4,611,557$117.00M0.1%+5,681.7%6.060%
5/16/2025Beaird Harris Wealth Management LLC211,802$5.37M0.5%-7.3%0.278%
5/15/2025MAI Capital Management24,391$619K0.0%+1.9%0.032%
5/14/2025CreativeOne Wealth LLC12,251$311K0.0%+49.1%0.016%
5/14/2025Northwestern Mutual Wealth Management Co.1,258$32K0.0%N/A0.002%
5/14/2025VanderPol Investments L.L.C.86,399$2.19M4.6%+7.8%0.114%
5/14/2025RWA Wealth Partners LLC137,197$3.48M0.0%-2.7%0.180%
5/13/2025Compass Financial Group INC SD22,497$571K0.1%+15.4%0.030%
5/12/2025Meridian Wealth Management LLC57,335$1.46M0.1%+3.8%0.075%
5/12/2025Northeast Financial Group Inc.38,540$978K0.3%-40.9%0.051%
5/9/2025Charles Schwab Investment Management Inc.1,167,351$29.62M0.0%+0.2%1.534%
5/8/2025Harbour Investments Inc.4,592$116K0.0%+811.1%0.018%
5/8/2025CAP Partners LLC13,453$341K0.2%+17.1%0.053%
5/8/2025Natixis Advisors LLC27,622$701K0.0%N/A0.108%
5/7/2025Galvin Gaustad & Stein LLC16,990$431K0.0%-4.5%0.066%
5/6/2025Cetera Investment Advisers58,918$1.50M0.0%+5.1%0.230%
5/6/2025AE Wealth Management LLC970$25K0.0%+394.9%0.004%
5/6/2025VCI Wealth Management LLC15,477$393K0.2%-12.5%0.060%
5/2/2025Grant Street Asset Management Inc.15,665$397K0.1%N/A0.061%
4/30/2025Allworth Financial LP1,150$29K0.0%N/A0.004%
4/30/2025Family Capital Management Inc.23,248$590K0.4%+4.7%0.091%
4/29/2025Envestnet Asset Management Inc.221,109$5.61M0.0%+75.6%0.864%
4/29/2025Pure Portfolios Holdings LLC15,085$383K0.1%N/A0.059%
4/28/2025Resonant Capital Advisors LLC36,207$919K0.1%+10.7%0.141%
4/25/2025Rochester Wealth Strategies LLC247,319$6.27M5.0%N/A0.966%
4/25/2025Root Financial Partners LLC22,672$575K0.1%+52.8%0.089%
4/25/2025Legacy Wealth Management Inc12,110$307K0.0%N/A0.047%
4/24/2025Cornerstone Advisors Asset Management LLC81,119$2.06M0.4%+75.6%0.317%
(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, 117 institutional investors and hedge funds held shares of Schwab Municipal Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($1.33B), Jones Financial Companies Lllp ($65.36M), Pallas Capital Advisors LLC ($19.02M), Charles Schwab Trust Co ($18.46M), Jane Street Group LLC ($13.15M), Wedmont Private Capital ($12.30M), and Bank of America Corp DE ($11.43M).Learn more on Schwab Municipal Bond ETF's institutional investors.

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

Of the 115 institutional investors that purchased Schwab Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($52.00M), Jones Financial Companies Lllp ($7.11M), Charles Schwab Trust Co ($1.03M), Pallas Capital Advisors LLC ($626.50K), Jane Street Group LLC ($484.11K), Wedmont Private Capital ($463.52K), and CGN Advisors LLC ($308.01K).

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

Institutional investors have bought a total of 65,181,552 shares in the last 24 months. This purchase volume represents approximately $1.64B in transactions.

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

Of the 26 institutional investors that sold Schwab Municipal Bond ETF's 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 ($98.97K), Wedmont Private Capital ($86.66K), RWA Wealth Partners LLC ($42.13K), Jane Street Group LLC ($29.58K), JPMorgan Chase & Co. ($28.78K), and Fiduciary Financial Group LLC ($27.24K).

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

Institutional investors have sold a total of 732,486 shares in the last 24 months. This volume of shares sold represents approximately $18.58M in transactions.


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This page (NYSEARCA:SCMB) was last updated on 10/4/2025 by MarketBeat.com Staff
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