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Schwab Municipal Bond ETF (SCMB) Institutional Ownership

$25.58 0.00 (0.00%)
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)
124
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$80.25M
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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
5/2/2026 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%
5/1/2026 Manning & 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%
4/23/2026 Asset 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%
3/9/2026Corient 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%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/13/2026 Asset Allocation Strategies LLC17,366$447K0.1%-7.1%0.013%
2/13/2026Summit Financial LLC31,160$803K0.0%N/A0.023%
2/12/2026 Commonwealth 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%
2/10/2026 Root Financial Partners LLC3,069$79K0.0%+184.2%0.002%
2/10/2026 Gill Capital Partners LLC19,351$498K0.2%N/A0.014%
2/10/2026 NewCorp Financial Services Inc.35,138$905K0.8%N/A0.026%
2/10/2026Northwestern 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%
2/6/2026 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%
2/6/2026HighTower Advisors LLC16,123$415K0.0%-14.7%0.012%
2/4/2026 CAP Partners LLC19,581$504K0.3%+20.1%0.015%
2/4/2026Meridian Wealth Management LLC53,168$1.37M0.0%+2.5%0.040%
2/3/2026 Manning & 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%
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%
1/29/2026 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%
1/27/2026 BLVD Private Wealth LLC8,301$214K0.2%N/A0.006%
1/27/2026 Revisor Wealth Management LLC16,554$428K0.1%N/A0.013%
1/27/2026 Symmetry Partners LLC17,274$445K0.0%N/A0.013%
1/27/2026 Compass Financial Group INC SD57,244$1.48M0.2%+73.5%0.043%
1/23/2026 Farther Finance Advisors LLC1,000$26K0.0%N/A0.001%
1/23/2026Smith Moore & CO.157,865$4.07M0.3%+68.9%0.133%
1/23/2026 Clear Creek Financial Management LLC20,764$535K0.0%+3.2%0.017%
1/22/2026 TSA Wealth Managment LLC58,600$1.51M0.5%+7.0%0.049%
1/21/2026West Paces Advisors Inc.6,030$155K0.0%-8.8%0.005%
1/20/2026 Investment Planning Advisors Inc.82,331$2.12M0.6%+19.6%0.074%
1/16/2026 Perigon Wealth Management LLC195,744$5.04M0.1%+6.7%0.179%
1/16/2026 Values Added Financial LLC49,293$1.27M0.5%N/A0.045%
1/15/2026 Gleason Group Inc.16,917$436K0.0%+69.5%0.015%
1/15/2026 Columbus Macro LLC53,076$1.37M0.1%+23.9%0.048%
1/14/2026 Pallas Capital Advisors LLC894,144$23.03M0.8%+14.5%0.822%
1/12/2026 Myecfo LLC172,440$4.44M1.9%+15.2%0.158%
1/12/2026 Fiduciary Financial Group LLC14,993$386K0.1%-13.3%0.014%
1/9/2026 Charles Schwab Trust Co916,075$23.60M1.6%+14.2%0.842%
1/8/2026 Wealth Enhancement Advisory Services LLC489,805$12.65M0.0%+245.7%0.450%
1/8/2026 Wedmont Private Capital492,383$12.74M0.4%+0.6%0.461%


SCMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCMB shares?

During the previous two years, 155 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), Jones Financial Companies Lllp ($45.42M), Avidian Wealth Enterprises LLC ($38.81M), Charles Schwab Trust Co ($23.60M), Pallas Capital Advisors LLC ($23.03M), Fort Point Capital Partners LLC ($19.78M), and Bank of America Corp DE ($15.44M).Learn more on Schwab Municipal Bond ETF's institutional investors.

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

Of the 152 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), Jones Financial Companies Lllp ($7.11M), JPMorgan Chase & Co. ($1.65M), Avidian Wealth Enterprises LLC ($1.55M), Charles Schwab Trust Co ($932.96K), Pallas Capital Advisors LLC ($753.20K), and Jane Street Group LLC ($484.11K).

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

Institutional investors have bought a total of 72,548,021 shares in the last 24 months. This purchase volume represents approximately $1.83B in transactions.

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

Of the 36 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), Wedmont Private Capital ($84.87K), VanderPol Investments L.L.C. ($61.42K), and RWA Wealth Partners LLC ($42.13K).

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

Institutional investors have sold a total of 3,132,293 shares in the last 24 months. This volume of shares sold represents approximately $80.25M in transactions.


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This page (NYSEARCA:SCMB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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