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Schwab Municipal Bond ETF (SCMB) Institutional Ownership

Schwab Municipal Bond ETF logo
$25.39 -0.03 (-0.12%)
As of 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)
112
Total
Institutional Inflows
(last 12 months)
$873.20M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$78.17M
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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
8/12/2026 Compass Financial Management LLC15,115$390K0.0%N/A0.010%
7/10/2026 Charles Schwab Trust Co1,055,202$27.25M1.5%+11.1%0.685%
7/9/2026 Roan Capital Partners21,064$544K0.5%+29.1%0.014%
7/9/2026 Breakwater Capital Group11,309$292K0.0%+15.9%0.007%
7/8/2026 Beaird Harris Wealth Management LLC166,612$4.30M0.3%-13.4%0.108%
7/8/2026 Archer Investment Management LLC48,787$1.26M0.4%+38.6%0.032%
7/7/2026 CGN Advisors LLC225,093$5.81M0.4%-17.4%0.146%
7/7/2026 CoreCap 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%
5/16/2026 Quantinno 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%
5/15/2026Waverly Advisors LLC144,146$3.67M0.0%+606.5%0.101%
5/14/2026 Renaissance Technologies LLC39,800$1.01M0.0%N/A0.028%
5/14/2026 RMG Wealth Management LLC9,237$237K0.0%N/A0.006%
5/13/2026 Cetera Investment Advisers67,599$1.72M0.0%+16.6%0.047%
5/13/2026 NewEdge Wealth LLC57,941$1.48M0.0%N/A0.041%
5/7/2026 Cornerstone Advisors Asset Management LLC141,725$3.61M0.6%+9.7%0.099%
5/5/2026 Golden Bell Financial Planning LLC17,968$458K0.4%+4.7%0.013%
5/2/2026 CAP Partners LLC22,767$580K0.3%+16.3%0.016%
5/1/2026 Ferguson Wellman Capital Management Inc.178,654$4.55M0.1%N/A0.125%
5/1/2026 TSA Wealth Managment LLC65,287$1.66M0.5%+11.4%0.046%
5/1/2026 Sequoia Financial Advisors LLC33,065$842K0.0%+19.9%0.023%
5/1/2026Manning & Napier Advisors LLC117,071$2.98M0.0%+9.3%0.082%
4/30/2026 Kestra Advisory Services LLC31,893$813K0.0%+2.0%0.022%
4/24/2026 Root Financial Partners LLC4,354$111K0.0%+41.9%0.003%
4/23/2026 Investment 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%
4/23/2026 Pasadena Private Wealth LLC33,238$847K0.1%N/A0.024%
4/21/2026 Columbus Macro LLC47,668$1.22M0.1%-10.2%0.034%
4/21/2026 Hoxton Planning & Management LLC12,611$321K0.1%+39.6%0.009%
4/20/2026 Breakwater Capital Group9,759$249K0.0%+4.4%0.007%
4/20/2026 Friedenthal Financial5,204$133K0.1%N/A0.004%
4/17/2026 AdvisorNet Financial Inc26,528$676K0.0%-4.2%0.019%
3/12/2026Nalls Sherbakoff Group LLC13,971$360K0.3%N/A0.010%
3/9/2026 Corient Private Wealth LLC12,234$315K0.0%N/A0.009%
2/23/2026 Beaird Harris Wealth Management LLC204,462$5.27M0.4%-2.9%0.152%
2/19/2026 Corient Private Wealth LLC12,234$315K0.0%N/A0.009%
2/18/2026 Mercer Global Advisors Inc. ADV28,881$744K0.0%+5.0%0.021%
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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%
2/17/2026 Cetera Investment Advisers57,972$1.49M0.0%+16.4%0.043%
2/17/2026Osaic Holdings Inc.66,798$1.72M0.0%+57.9%0.050%
2/17/2026 Captrust Financial Advisors73,406$1.89M0.0%+36.9%0.055%
2/17/2026Royal Bank of Canada156,657$4.04M0.0%+90.8%0.116%
2/16/2026 MML Investors Services LLC208,318$5.37M0.0%+9.1%0.155%
2/16/2026 Mariner LLC64,208$1.65M0.0%+298.9%0.048%
2/16/2026Fort Point Capital Partners LLC762,050$19.78M2.2%+5.9%0.566%
2/16/2026 Aptus Capital Advisors LLC1,726$44K0.0%+742.0%0.001%
2/13/2026 Kestra Advisory Services LLC31,282$806K0.0%+1.9%0.023%
2/13/2026 Commerce 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%
2/13/2026 Integrity Investment Advisors LLC8,231$212K0.1%N/A0.006%
2/13/2026Asset Allocation Strategies LLC17,366$447K0.1%-7.1%0.013%
2/13/2026 Summit Financial LLC31,160$803K0.0%N/A0.023%
2/12/2026 Commonwealth Equity Services LLC25,002$644K0.0%+218.7%0.019%
2/12/2026 Brown Brothers Harriman & Co.2,691$69K0.0%N/A0.002%
2/12/2026 Great Valley Advisor Group Inc.65,924$1.70M0.0%+3.7%0.049%
2/12/2026 Wescott Financial Advisory Group LLC30,817$794K0.1%N/A0.023%
2/11/2026 Cornerstone Advisors Asset Management LLC129,240$3.33M0.5%+51.7%0.096%
2/11/2026 Hoxton Planning & Management LLC9,034$233K0.1%N/A0.007%
2/11/2026 Meeder Advisory Services Inc.31,160$803K0.0%N/A0.023%
2/11/2026 Capital Analysts LLC5,404$139K0.0%+27.5%0.004%
2/11/2026 Alteri Wealth LLC20,775$535K0.2%+157.0%0.015%
2/11/2026Cerity Partners LLC9,277$239K0.0%N/A0.007%
2/11/2026 JPMorgan Chase & Co.136,069$3.51M0.0%-84.9%0.101%
2/11/2026 Ackerman 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%
2/10/2026 Root Financial Partners LLC3,069$79K0.0%+184.2%0.002%
2/10/2026Gill Capital Partners LLC19,351$498K0.2%N/A0.014%
2/10/2026 NewCorp Financial Services Inc.35,138$905K0.8%N/A0.026%
2/10/2026 Northwestern Mutual Wealth Management Co.127,350$3.28M0.0%+252.6%0.095%
2/9/2026 Harbour Investments Inc.11,873$306K0.0%+8.6%0.009%
2/9/2026 MSH Capital Advisors LLC13,876$357K0.1%N/A0.010%
2/9/2026 Clearstead Advisors LLC3,261$84K0.0%+1,818.2%0.002%
2/6/2026 Burling Wealth Partners LLC12,625$325K0.1%+18.8%0.009%
2/6/2026 IFP Advisors Inc43,603$1.12M0.0%+240.5%0.032%
2/6/2026 Creative Financial Designs Inc. ADV58,797$1.52M0.1%-4.1%0.044%
2/6/2026Larson Financial Group LLC5,235$135K0.0%+426.7%0.004%
2/6/2026 Stolz & Associates PS35,065$903K0.7%N/A0.026%
2/6/2026 HighTower Advisors LLC16,123$415K0.0%-14.7%0.012%
2/4/2026 CAP Partners LLC19,581$504K0.3%+20.1%0.015%
2/4/2026 Meridian Wealth Management LLC53,168$1.37M0.0%+2.5%0.040%
2/3/2026Manning & Napier Advisors LLC107,109$2.76M0.0%+32.1%0.080%
2/3/2026 Sequoia Financial Advisors LLC27,573$710K0.0%+92.2%0.021%
2/3/2026 Golden Bell Financial Planning LLC17,162$442K0.4%+10.6%0.013%
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2/3/2026McIlrath & Eck LLC1,315$34K0.0%N/A0.001%
2/2/2026JDM Financial Group LLC1,480$38K0.0%N/A0.001%
2/2/2026 Avidian Wealth Enterprises LLC1,506,400$38.81M1.4%-2.7%1.122%
2/2/2026 Breakwater Investment Management68,100$1.75M0.6%+70.2%0.051%
2/2/2026 Chapman Financial Group LLC16,100$415K0.3%+16.7%0.012%
1/30/2026Pure Portfolios Holdings LLC122,608$3.16M1.0%+1.9%0.092%
1/29/2026 Concurrent Investment Advisors LLC10,934$282K0.0%N/A0.008%
1/28/2026O ROURKE & COMPANY Inc73,970$1.91M0.7%+3.0%0.056%
1/28/2026 Bedel Financial Consulting Inc.9,729$251K0.0%-7.5%0.007%
1/27/2026 Family Capital Management Inc.33,041$851K0.4%+21.5%0.025%


SCMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 163 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), Jones Financial Companies Lllp ($45.42M), Avidian Wealth Enterprises LLC ($38.81M), Charles Schwab Trust Co ($27.25M), Pallas Capital Advisors LLC ($23.03M), and Fort Point Capital Partners LLC ($19.78M).Learn more on Schwab Municipal Bond ETF's institutional investors.

Of the 160 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), JPMorgan Chase & Co. ($1.65M), Avidian Wealth Enterprises LLC ($1.55M), Charles Schwab Trust Co ($1.04M), and Pallas Capital Advisors LLC ($743.78K).

Institutional investors have bought a total of 34,165,908 shares in the last 24 months. This purchase volume represents approximately $873.20M in transactions.

Of the 31 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 CGN Advisors LLC ($47.26K).

Institutional investors have sold a total of 3,047,007 shares in the last 24 months. This volume of shares sold represents approximately $78.17M 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 8/12/2026. New 13F filings are added each quarter as they're published.
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