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Schwab Municipal Bond ETF (SCMB) Institutional Ownership

Schwab Municipal Bond ETF logo
$24.31 -0.02 (-0.08%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$24.33 +0.02 (+0.08%)
As of 10/14/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Schwab Municipal Bond ETF (NYSEARCA:SCMB)

Number of
Institutional Buyers
(last 12 months)
116
Total
Institutional Inflows
(last 12 months)
$935.91M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$80.82M
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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
10/15/2026Myecfo LLC186,910$4.52M1.7%+11.8%0.144%
10/14/2026Columbus Macro LLC50,943$1.23M0.1%-4.4%0.039%
10/13/2026Compass Financial Group INC SD160,078$3.87M0.4%+6.8%0.124%
10/10/2026Roan Capital Partners19,221$464K0.3%-8.7%0.015%
10/9/2026Wedmont Private Capital471,085$11.30M0.3%-4.7%0.361%
10/9/2026Breakwater Capital Group22,272$538K0.1%+96.9%0.017%
10/9/2026LifeGoal Investments LLC18,732$453K0.1%N/A0.014%
10/8/2026Farther Finance Advisors LLC14,680$355K0.0%-4.8%0.011%
10/8/2026Avidian Wealth Enterprises LLC2,232,098$53.93M1.5%N/A1.712%
10/7/2026SigFig Wealth Management LLC25,585$618K0.0%N/A0.020%
10/5/2026Rosenberg Matthew Hamilton157,341$3.80M0.7%+1,328.7%0.124%
10/5/2026Ferguson Wellman Capital Management Inc.103,116$2.49M0.0%N/A0.081%
9/23/2026Envestnet Asset Management Inc.860,999$22.23M0.0%+18.5%0.555%
9/9/2026Sequoia Financial Advisors LLC32,282$834K0.0%-2.4%0.021%
9/9/2026Integrated Wealth Concepts LLC1,938$50K0.0%N/A0.001%
9/9/2026IFP Advisors Inc40,046$1.03M0.0%-25.0%0.026%
9/8/2026Waverly Advisors LLC153,858$3.97M0.0%+6.7%0.099%
9/2/2026Citadel Advisors LLC221,635$5.72M0.0%+956.6%0.143%
8/27/2026Corient Private Wealth LP16,875$436K0.0%+34.3%0.011%
8/23/2026Beaird Harris Wealth Management LLC166,612$4.30M0.3%-13.4%0.107%
8/23/2026Asset Allocation Strategies LLC33,610$868K0.1%+31.0%0.022%
8/22/2026Compass Financial Management LLC15,115$390K0.0%N/A0.010%
8/22/2026Cornerstone Advisors Asset Management LLC95,092$2.46M0.3%-32.9%0.061%
8/22/2026Concurrent Investment Advisors LLC11,823$305K0.0%-18.8%0.008%
8/21/2026Greenspring Advisors LLC9,740$251K0.0%N/A0.006%
8/21/2026Continuum Advisory LLC15,908$411K0.0%+6.0%0.010%
8/21/2026Acorn Wealth Advisors LLC40,395$1.04M0.2%N/A0.026%
8/12/2026Compass Financial Management LLC15,115$390K0.0%N/A0.010%
7/10/2026Charles Schwab Trust Co1,055,202$27.25M1.5%+11.1%0.685%
7/9/2026Roan Capital Partners21,064$544K0.5%+29.1%0.014%
7/9/2026Breakwater Capital Group11,309$292K0.0%+15.9%0.007%
7/8/2026Beaird Harris Wealth Management LLC166,612$4.30M0.3%-13.4%0.108%
7/8/2026Archer Investment Management LLC48,787$1.26M0.4%+38.6%0.032%
7/7/2026CGN Advisors LLC225,093$5.81M0.4%-17.4%0.146%
7/7/2026CoreCap Advisors LLC17,101$442K0.0%N/A0.011%
5/20/2026January Capital Advisors LLC12,026$306K0.4%N/A0.008%
5/19/2026Bank of America Corp DE21,959,386$559.53M0.0%+3,354.2%15.388%
5/18/2026Royal Bank of Canada51,418$1.31M0.0%-67.2%0.036%
5/16/2026Quantinno Capital Management LP300,660$7.66M0.0%+214.3%0.211%
5/15/2026Northeast Financial Group Inc.38,390$978K0.2%-4.1%0.027%
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5/15/2026Waverly Advisors LLC144,146$3.67M0.0%+606.5%0.101%
5/14/2026Renaissance Technologies LLC39,800$1.01M0.0%N/A0.028%
5/14/2026RMG Wealth Management LLC9,237$237K0.0%N/A0.006%
5/13/2026Cetera Investment Advisers67,599$1.72M0.0%+16.6%0.047%
5/13/2026NewEdge Wealth LLC57,941$1.48M0.0%N/A0.041%
5/7/2026Cornerstone Advisors Asset Management LLC141,725$3.61M0.6%+9.7%0.099%
5/5/2026Golden Bell Financial Planning LLC17,968$458K0.4%+4.7%0.013%
5/2/2026CAP Partners LLC22,767$580K0.3%+16.3%0.016%
5/1/2026Ferguson Wellman Capital Management Inc.178,654$4.55M0.1%N/A0.125%
5/1/2026TSA Wealth Managment LLC65,287$1.66M0.5%+11.4%0.046%
5/1/2026Sequoia Financial Advisors LLC33,065$842K0.0%+19.9%0.023%
5/1/2026Manning & Napier Advisors LLC117,071$2.98M0.0%+9.3%0.082%
4/30/2026Kestra Advisory Services LLC31,893$813K0.0%+2.0%0.022%
4/24/2026Root Financial Partners LLC4,354$111K0.0%+41.9%0.003%
4/23/2026Investment Planning Advisors Inc.90,923$2.32M0.6%+10.4%0.065%
4/23/2026Asset Allocation Strategies LLC25,655$654K0.1%+47.7%0.018%
4/23/2026Pasadena Private Wealth LLC33,238$847K0.1%N/A0.024%
4/21/2026Columbus Macro LLC47,668$1.22M0.1%-10.2%0.034%
4/21/2026Hoxton Planning & Management LLC12,611$321K0.1%+39.6%0.009%
4/20/2026Breakwater Capital Group9,759$249K0.0%+4.4%0.007%
4/20/2026Friedenthal Financial5,204$133K0.1%N/A0.004%
4/17/2026AdvisorNet Financial Inc26,528$676K0.0%-4.2%0.019%
3/12/2026Nalls Sherbakoff Group LLC13,971$360K0.3%N/A0.010%
3/9/2026Corient Private Wealth LLC12,234$315K0.0%N/A0.009%
2/23/2026Beaird Harris Wealth Management LLC204,462$5.27M0.4%-2.9%0.152%
2/19/2026Corient Private Wealth LLC12,234$315K0.0%N/A0.009%
2/18/2026Mercer Global Advisors Inc. ADV28,881$744K0.0%+5.0%0.021%
2/18/2026Coastal Bridge Advisors LLC25,274$651K0.0%+2.2%0.019%
2/17/2026Northeast Financial Group Inc.40,043$1.03M0.2%-9.3%0.030%
2/17/2026Cetera Investment Advisers57,972$1.49M0.0%+16.4%0.043%
2/17/2026Osaic Holdings Inc.66,798$1.72M0.0%+57.9%0.050%
2/17/2026Captrust Financial Advisors73,406$1.89M0.0%+36.9%0.055%
2/17/2026Royal Bank of Canada156,657$4.04M0.0%+90.8%0.116%
2/16/2026MML Investors Services LLC208,318$5.37M0.0%+9.1%0.155%
2/16/2026Mariner LLC64,208$1.65M0.0%+298.9%0.048%
2/16/2026Fort Point Capital Partners LLC762,050$19.78M2.2%+5.9%0.566%
2/16/2026Aptus Capital Advisors LLC1,726$44K0.0%+742.0%0.001%
2/13/2026Kestra Advisory Services LLC31,282$806K0.0%+1.9%0.023%
2/13/2026Commerce Bank11,340$292K0.0%N/A0.008%
2/13/2026Advyzon Investment Management LLC20,764$535K0.1%+3.6%0.015%
2/13/2026Charles Schwab Investment Management Inc.65,617,520$1.69B0.3%+9.7%48.750%
2/13/2026Wells Fargo & Company MN4,245$109K0.0%-49.0%0.003%
2/13/2026Integrity Investment Advisors LLC8,231$212K0.1%N/A0.006%
2/13/2026Asset Allocation Strategies LLC17,366$447K0.1%-7.1%0.013%
2/13/2026Summit Financial LLC31,160$803K0.0%N/A0.023%
2/12/2026Commonwealth Equity Services LLC25,002$644K0.0%+218.7%0.019%
2/12/2026Brown Brothers Harriman & Co.2,691$69K0.0%N/A0.002%
2/12/2026Great Valley Advisor Group Inc.65,924$1.70M0.0%+3.7%0.049%
2/12/2026Wescott Financial Advisory Group LLC30,817$794K0.1%N/A0.023%
2/11/2026Cornerstone Advisors Asset Management LLC129,240$3.33M0.5%+51.7%0.096%
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2/11/2026Hoxton Planning & Management LLC9,034$233K0.1%N/A0.007%
2/11/2026Meeder Advisory Services Inc.31,160$803K0.0%N/A0.023%
2/11/2026Capital Analysts LLC5,404$139K0.0%+27.5%0.004%
2/11/2026Alteri Wealth LLC20,775$535K0.2%+157.0%0.015%
2/11/2026Cerity Partners LLC9,277$239K0.0%N/A0.007%
2/11/2026JPMorgan Chase & Co.136,069$3.51M0.0%-84.9%0.101%
2/11/2026Ackerman Capital Advisors LLC63,114$1.63M0.3%-7.1%0.047%
2/10/2026Goldman Sachs Group Inc.15,609$402K0.0%-87.2%0.012%
2/10/2026Natixis Advisors LLC155,048$3.99M0.0%+9.1%0.115%
2/10/2026Root Financial Partners LLC3,069$79K0.0%+184.2%0.002%


SCMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 169 institutional investors and hedge funds held shares of Schwab Municipal Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($1.69B), Bank of America Corp DE ($559.53M), Avidian Wealth Enterprises LLC ($53.93M), Jones Financial Companies Lllp ($45.42M), Charles Schwab Trust Co ($27.25M), Pallas Capital Advisors LLC ($23.03M), and Envestnet Asset Management Inc. ($22.23M).Learn more on Schwab Municipal Bond ETF's institutional investors.

Of the 166 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. ($57.80M), Bank of America Corp DE ($21.76M), Jones Financial Companies Lllp ($7.11M), Avidian Wealth Enterprises LLC ($3.78M), JPMorgan Chase & Co. ($1.65M), Charles Schwab Trust Co ($1.03M), and Pallas Capital Advisors LLC ($743.78K).

Institutional investors have bought a total of 36,753,540 shares in the last 24 months. This purchase volume represents approximately $935.91M in transactions.

Of the 35 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: Jones Financial Companies Lllp ($1.18M), JPMorgan Chase & Co. ($766.25K), Fort Point Capital Partners LLC ($522.03K), Goldman Sachs Group Inc. ($106.49K), Royal Bank of Canada ($105.24K), VanderPol Investments L.L.C. ($58.81K), and Beaird Harris Wealth Management LLC ($57.90K).

Institutional investors have sold a total of 3,151,128 shares in the last 24 months. This volume of shares sold represents approximately $80.82M in transactions.


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Institutional ownership data for NYSEARCA:SCMB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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