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Schwab Municipal Bond ETF (SCMB) Institutional Ownership

$25.90 +0.01 (+0.04%)
(As of 11/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$40.29M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.78M
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SCMB Institutional Buying and Selling by Quarter

Schwab Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Continuum Advisory LLC800$42K0.0%+166.7%0.013%
11/15/2024 Jane Street Group LLC37,916$1.99M0.0%-43.8%0.617%
11/15/2024 HighTower Advisors LLC4,005$210K0.0%N/A0.065%
11/14/2024 Captrust Financial Advisors20,888$1.10M0.0%+3.5%0.340%
11/12/2024Larson Financial Group LLC501$26K0.0%N/A0.008%
11/12/2024 Family Capital Management Inc.8,903$468K0.3%+26.8%0.145%
11/12/2024 Meridian Wealth Management LLC7,967$419K0.0%N/A0.130%
11/12/2024 Charles Schwab Investment Management Inc.639,567$33.60M0.0%-0.2%10.399%
11/8/2024 Avior Wealth Management LLC2,843$149K0.0%N/A0.046%
11/6/2024 TSA Wealth Managment LLC14,269$750K0.3%+106.7%0.232%
11/6/2024 Balboa Wealth Partners9,391$493K0.1%-12.7%0.153%
10/30/2024 Maia Wealth LLC11,983$629K0.2%+47.2%0.195%
10/29/2024 Donaldson Capital Management LLC17,641$927K0.0%+61.0%0.287%
10/28/2024 Creative Financial Designs Inc. ADV10,230$537K0.0%+27.7%0.166%
10/28/2024 O ROURKE & COMPANY Inc41,723$2.19M1.1%-3.8%0.678%
10/25/2024 Pallas Capital Advisors LLC481,159$25.28M1.0%+220.0%7.824%
10/24/2024 Wealth Enhancement Advisory Services LLC31,507$1.66M0.0%+5.6%0.512%
10/23/2024 Blackston Financial Advisory Group LLC3,824$201K0.1%N/A0.062%
10/23/2024 Element Wealth LLC3,675$193K0.1%+64.1%0.060%
10/19/2024Columbus Macro LLC15,500$814K0.3%+55.0%0.252%
10/11/2024 Creative Planning19,067$1.00M0.0%N/A0.310%
10/9/2024 Charles Schwab Trust Co274,741$14.43M1.2%+1.7%4.467%
10/9/2024 Wedmont Private Capital247,189$12.88M0.7%-0.7%4.019%
10/7/2024 Myecfo LLC62,279$3.28M1.8%+6.4%1.013%
10/7/2024 Miracle Mile Advisors LLC3,818$201K0.0%N/A0.062%
8/22/2024 Cetera Investment Advisers28,903$1.49M0.0%-20.6%0.470%
8/19/2024B. Riley Wealth Advisors Inc.11,925$613K0.0%+160.7%0.194%
8/16/2024 Susquehanna International Group LLP186,259$9.57M0.0%+578.0%3.029%
8/8/2024 Envestnet Asset Management Inc.38,840$2.00M0.0%+18.6%0.632%
7/27/2024 TSA Wealth Managment LLC6,903$355K0.2%N/A0.112%
7/22/2024 Pallas Capital Advisors LLC150,361$7.78M0.3%+6.7%2.445%
7/19/2024 CAP Partners LLC4,955$255K0.2%N/A0.081%
7/18/2024 O ROURKE & COMPANY Inc43,384$2.23M1.3%-2.7%0.705%
7/17/2024 Galvin Gaustad & Stein LLC8,779$451K0.0%+30.2%0.143%
7/17/2024 AdvisorNet Financial Inc14,604$751K0.1%-13.5%0.237%
7/16/2024 Wealth Enhancement Advisory Services LLC29,837$1.53M0.0%+40.8%0.485%
7/16/2024 Maia Wealth LLC8,140$422K0.1%N/A0.132%
7/16/2024 Wedmont Private Capital248,979$12.90M0.8%+0.7%4.048%
7/11/2024 VanderPol Investments L.L.C.41,596$2.14M6.5%-1.3%0.676%
7/10/2024CGN Advisors LLC113,423$5.83M0.7%+32.4%1.844%
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7/9/2024 Myecfo LLC58,520$3.01M1.7%-32.3%0.952%
5/24/2024Cetera Advisors LLC23,391$1.22M0.0%+215.2%0.380%
5/24/2024 Cetera Investment Advisers36,404$1.90M0.0%+92.3%0.592%
5/16/2024B. Riley Wealth Advisors Inc.4,575$227K0.0%-44.0%0.076%
5/1/2024 Sequoia Financial Advisors LLC8,711$453K0.0%-55.0%0.144%
4/29/2024 RWA Wealth Partners LLC68,258$3.55M0.0%+4.9%1.128%
4/18/2024 Myecfo LLC86,500$4.50M2.6%-5.8%1.454%
4/18/2024 O ROURKE & COMPANY Inc44,568$2.32M1.3%+3.8%0.749%
4/16/2024 Wealth Enhancement Advisory Services LLC21,190$1.10M0.0%+390.5%0.356%
4/12/2024 Charles Schwab Trust Co277,203$14.43M1.4%+122.2%4.659%
4/12/2024CGN Advisors LLC85,637$4.46M0.6%N/A1.439%
4/12/2024 AdvisorNet Financial Inc16,879$879K0.1%+6.3%0.563%
4/10/2024 VanderPol Investments L.L.C.42,147$2.19M6.3%N/A1.405%
4/10/2024 Wedmont Private Capital247,221$12.76M0.9%+0.3%8.241%
3/15/2024B. Riley Wealth Advisors Inc.8,175$430K0.0%+78.7%0.273%
3/6/2024 SageView Advisory Group LLC34,307$1.79M0.1%N/A1.144%
2/27/2024Beaird Harris Wealth Management LLC120,091$6.32M0.7%N/A4.003%
2/14/2024 VitalStone Financial LLC1,176$62K0.0%+74.0%0.039%
2/9/2024 SageView Advisory Group LLC34,307$1.79M0.1%N/A1.144%
2/9/2024 Balboa Wealth Partners10,610$558K0.2%+17.9%0.354%
2/8/2024 Lindenwold Advisors INC28,250$1.49M0.8%N/A0.942%
2/6/2024 Charles Schwab Investment Management Inc.592,762$31.19M0.0%-7.7%19.759%
2/6/2024 Avidian Wealth Solutions LLC4,077$215K0.0%N/A0.136%
2/2/2024 VCI Wealth Management LLC7,150$376K0.2%N/A0.238%
2/1/2024 RWA Wealth Partners LLC65,097$3.43M0.0%+225.7%2.170%
1/30/2024 Kades & Cheifetz LLC6,865$361K0.3%N/A0.229%
1/26/2024 Sequoia Financial Advisors LLC19,356$1.02M0.0%-3.0%0.645%
1/24/2024 O ROURKE & COMPANY Inc42,949$2.26M1.5%+29.2%1.432%
1/22/2024 Pallas Capital Advisors LLC126,222$6.64M0.4%+10.4%4.207%
1/22/2024 Miracle Mile Advisors LLC3,816$201K0.0%N/A0.127%
1/19/2024Columbus Macro LLC10,273$540K0.2%+116.2%0.342%
1/16/2024 Myecfo LLC91,780$4.82M3.0%+7.9%3.059%
1/16/2024 CVA Family Office LLC1,209$64K0.0%N/A0.040%
1/12/2024 Carl Stuart Investment Advisor Inc.39,627$2.09M1.4%N/A1.321%
1/11/2024 Galvin Gaustad & Stein LLC6,722$354K0.0%N/A0.224%
1/10/2024 Creative Financial Designs Inc. ADV5,747$302K0.0%+118.5%0.192%
1/10/2024 Charles Schwab Trust Co124,779$6.57M0.6%+42.0%4.159%
1/9/2024 Wedmont Private Capital246,582$12.97M1.1%+119.0%8.219%
12/1/2023B. Riley Wealth Advisors Inc.4,575$227K0.0%N/A0.153%
11/14/2023 O ROURKE & COMPANY Inc33,252$1.65M1.2%-1.1%1.108%
11/8/2023 Charles Schwab Investment Management Inc.642,018$31.83M0.0%-3.1%21.401%
11/8/2023 Sequoia Financial Advisors LLC19,961$990K0.0%-15.6%0.665%
10/26/2023 Myecfo LLC85,060$4.22M2.9%+24.8%2.835%
10/23/2023 Balboa Wealth Partners9,000$446K0.2%N/A0.300%
10/20/2023 Charles Schwab Trust Co87,860$4.36M0.5%N/A2.929%
10/12/2023IFP Advisors Inc500$25K0.0%N/A0.017%
10/12/2023 AdvisorNet Financial Inc15,874$787K0.1%+53.2%0.529%
10/12/2023 Gleason Group Inc.7,458$370K0.1%N/A0.249%
10/11/2023 Adviser Investments LLC19,989$991K0.0%+368.1%0.666%
8/29/2023 Myecfo LLC68,180$3.53M1.8%+10.1%2.273%
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8/21/2023 VitalStone Financial LLC676$35K0.0%N/A0.023%
8/10/2023Cetera Advisors LLC6,976$362K0.0%+13.7%0.233%
8/10/2023 Charles Schwab Investment Management Inc.662,509$34.34M0.0%+0.3%22.084%
8/10/2023 Cetera Investment Advisers15,148$785K0.0%-3.4%0.505%
8/8/2023 Sequoia Financial Advisors LLC23,641$1.23M0.0%+39.1%0.788%
8/7/2023 TrinityPoint Wealth LLC24,817$1.29M0.3%+1.1%0.827%
7/28/2023 Koshinski Asset Management Inc.6,592$342K0.0%-42.3%0.269%
7/26/2023 Creative Financial Designs Inc. ADV1,630$84K0.0%+139.7%0.067%
7/25/2023 O ROURKE & COMPANY Inc33,632$1.74M1.2%+39.0%1.373%
7/21/2023Columbus Macro LLC4,754$246K0.1%-6.9%0.194%
(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, 54 institutional investors and hedge funds held shares of Schwab Municipal Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($33.60M), Pallas Capital Advisors LLC ($25.28M), Charles Schwab Trust Co ($14.43M), Wedmont Private Capital ($12.88M), Susquehanna International Group LLP ($9.57M), Beaird Harris Wealth Management LLC ($6.32M), and CGN Advisors LLC ($5.83M).Learn more on SCMB's institutional investors.

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

Of the 53 institutional investors that purchased Schwab Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pallas Capital Advisors LLC ($352.14K), Charles Schwab Trust Co ($281.92K), Wedmont Private Capital ($187.17K), Susquehanna International Group LLP ($158.79K), Beaird Harris Wealth Management LLC ($120.09K), CGN Advisors LLC ($113.42K), and SageView Advisory Group LLC ($68.61K).

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

Institutional investors have bought a total of 1,969,783 shares in the last 24 months. This purchase volume represents approximately $51.20M in transactions.

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

Of the 13 institutional investors that sold Schwab Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($71.17K), Myecfo LLC ($33.26K), Jane Street Group LLC ($29.58K), Sequoia Financial Advisors LLC ($18.60K), Cetera Investment Advisers ($8.03K), Koshinski Asset Management Inc. ($4.84K), and B. Riley Wealth Advisors Inc. ($3.60K).

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

Institutional investors have sold a total of 178,640 shares in the last 24 months. This volume of shares sold represents approximately $4.63M in transactions.



This page (NYSEARCA:SCMB) was last updated on 11/23/2024 by MarketBeat.com Staff
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