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Schwab Municipal Bond ETF (SCMB) Institutional Ownership

Schwab Municipal Bond ETF logo
$25.27 +0.04 (+0.16%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab Municipal Bond ETF (NYSEARCA:SCMB)

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$79.61M
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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
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%
5/16/2026Quantinno 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%
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%
5/1/2026 Ferguson 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%
5/1/2026 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%
4/30/2026Kestra Advisory Services LLC31,893$813K0.0%+2.0%0.022%
4/24/2026Root Financial Partners LLC4,354$111K0.0%+41.9%0.003%
4/23/2026 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%
4/23/2026Pasadena 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%
3/9/2026Corient 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%
2/19/2026Corient 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%
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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%
2/13/2026 Integrity Investment Advisors LLC8,231$212K0.1%N/A0.006%
2/13/2026Asset Allocation Strategies LLC17,366$447K0.1%-7.1%0.013%
2/13/2026Summit 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%
2/11/2026 Hoxton 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%
2/10/2026Gill Capital Partners LLC19,351$498K0.2%N/A0.014%
2/10/2026NewCorp Financial Services Inc.35,138$905K0.8%N/A0.026%
2/10/2026Northwestern Mutual Wealth Management Co.127,350$3.28M0.0%+252.6%0.095%
2/9/2026Harbour Investments Inc.11,873$306K0.0%+8.6%0.009%
2/9/2026MSH Capital Advisors LLC13,876$357K0.1%N/A0.010%
2/9/2026Clearstead Advisors LLC3,261$84K0.0%+1,818.2%0.002%
2/6/2026Burling Wealth Partners LLC12,625$325K0.1%+18.8%0.009%
2/6/2026 IFP Advisors Inc43,603$1.12M0.0%+240.5%0.032%
2/6/2026Creative 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%
2/6/2026Stolz & Associates PS35,065$903K0.7%N/A0.026%
2/6/2026HighTower Advisors LLC16,123$415K0.0%-14.7%0.012%
2/4/2026CAP Partners LLC19,581$504K0.3%+20.1%0.015%
2/4/2026Meridian 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%
2/3/2026Golden Bell Financial Planning LLC17,162$442K0.4%+10.6%0.013%
2/3/2026McIlrath & Eck LLC1,315$34K0.0%N/A0.001%
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2/2/2026JDM Financial Group LLC1,480$38K0.0%N/A0.001%
2/2/2026Avidian Wealth Enterprises LLC1,506,400$38.81M1.4%-2.7%1.122%
2/2/2026Breakwater Investment Management68,100$1.75M0.6%+70.2%0.051%
2/2/2026Chapman Financial Group LLC16,100$415K0.3%+16.7%0.012%
1/30/2026Pure Portfolios Holdings LLC122,608$3.16M1.0%+1.9%0.092%
1/29/2026Concurrent Investment Advisors LLC10,934$282K0.0%N/A0.008%
1/28/2026O ROURKE & COMPANY Inc73,970$1.91M0.7%+3.0%0.056%
1/28/2026Bedel Financial Consulting Inc.9,729$251K0.0%-7.5%0.007%
1/27/2026Family Capital Management Inc.33,041$851K0.4%+21.5%0.025%
1/27/2026 BLVD Private Wealth LLC8,301$214K0.2%N/A0.006%


SCMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 162 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 159 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 86,491,748 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

Of the 34 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 3,104,076 shares in the last 24 months. This volume of shares sold represents approximately $79.61M in transactions.


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This page (NYSEARCA:SCMB) was last updated on 7/25/2026 by MarketBeat.com Staff.
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