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Schwab Municipal Bond ETF (SCMB) Institutional Ownership

$25.79 +0.05 (+0.19%)
As of 02/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$110.86M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.20M
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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
2/17/2025 TrinityPoint Wealth LLC46,651$1.20M0.2%+99.9%0.759%
2/17/2025 Cetera Investment Advisers56,071$1.44M0.0%+98.2%0.912%
2/17/2025 Captrust Financial Advisors37,537$964K0.0%+79.7%0.610%
2/17/2025 Chapman Financial Group LLC5,800$149K0.1%N/A0.094%
2/17/2025 Bank of America Corp DE440,154$11.30M0.0%+195.6%7.157%
2/14/2025 West Paces Advisors Inc.17,685$454K0.1%N/A0.288%
2/14/2025 Mercer Global Advisors Inc. ADV25,720$660K0.0%+123.1%0.418%
2/14/2025 Jane Street Group LLC95,272$2.45M0.0%+151.3%1.549%
2/14/2025 Berger Financial Group Inc24,560$631K0.0%+100.0%0.399%
2/14/2025 Capital Analysts LLC2,791$72K0.0%+228.4%0.045%
2/13/2025 United Capital Financial Advisors LLC58,104$1.49M0.0%+315.2%0.945%
2/13/2025 CreativeOne Wealth LLC8,216$211K0.0%N/A0.134%
2/13/2025 Mariner LLC8,200$211K0.0%+100.0%0.133%
2/13/2025 SageView Advisory Group LLC39,734$1.02M0.0%N/A0.646%
2/13/2025 O ROURKE & COMPANY Inc88,406$2.27M1.1%+111.9%1.437%
2/13/2025 Savvy Advisors Inc.34,268$880K0.1%+100.0%0.557%
2/13/2025 Envestnet Asset Management Inc.125,900$3.23M0.0%+187.8%2.047%
2/12/2025 CIBC Private Wealth Group LLC6,000$154K0.0%+300.0%0.098%
2/12/2025 RWA Wealth Partners LLC140,946$3.62M0.0%+102.8%2.292%
2/12/2025 BCO Wealth Management LLC28,101$722K0.6%N/A0.457%
2/12/2025 JPMorgan Chase & Co.29,378$754K0.0%-49.5%0.478%
2/10/2025 Thrivent Financial for Lutherans9,794$253K0.0%+100.0%0.159%
2/10/2025 Creative Financial Designs Inc. ADV31,875$819K0.1%+211.6%0.518%
2/10/2025 Carl Stuart Investment Advisor Inc.55,424$1.42M0.8%N/A0.901%
2/7/2025 Sequoia Financial Advisors LLC17,368$446K0.0%+100.0%0.282%
2/7/2025 HighTower Advisors LLC8,009$206K0.0%+100.0%0.130%
2/7/2025 Donaldson Capital Management LLC41,887$1.08M0.0%+137.4%0.681%
2/7/2025 Altiora Financial Group LLC20,000$514K0.1%+100.0%0.325%
2/7/2025 Larson Financial Group LLC1,006$26K0.0%+100.8%0.016%
2/6/2025 Charles Schwab Investment Management Inc.1,164,822$29.91M0.0%+82.1%18.940%
2/6/2025 TSA Wealth Managment LLC28,540$733K0.3%+100.0%0.464%
2/6/2025 Bedel Financial Consulting Inc.9,948$256K0.0%+118.5%0.162%
2/6/2025 Meridian Wealth Management LLC55,245$1.42M0.1%+593.4%0.898%
2/6/2025 Jones Financial Companies Lllp79,761$2.05M0.0%N/A1.297%
2/5/2025 Flputnam Investment Management Co.26,592$683K0.0%+100.0%0.432%
2/5/2025 LifeGoal Wealth Advisors8,920$229K0.2%N/A0.145%
2/4/2025 IFP Advisors Inc3,290$84K0.0%+100.0%0.053%
2/4/2025 WealthShield Partners LLC5,724$147K0.0%+100.0%0.093%
2/4/2025 Golden Bell Financial Planning LLC13,554$348K0.3%N/A0.220%
2/3/2025 Element Wealth LLC7,350$189K0.1%+100.0%0.120%
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2/3/2025 Bell Bank11,608$298K0.0%N/A0.189%
1/31/2025 Cornerstone Advisors Asset Management LLC46,195$1.19M0.3%+269.2%0.751%
1/31/2025 Truist Financial Corp5,275$135K0.0%N/A0.086%
1/30/2025 Compass Financial Group INC SD19,493$501K0.1%+259.0%0.317%
1/30/2025 Root Financial Partners LLC14,839$381K0.0%N/A0.241%
1/30/2025 Family Capital Management Inc.22,214$570K0.3%+149.5%0.361%
1/29/2025 CAP Partners LLC11,488$295K0.2%+131.4%0.187%
1/24/2025 Columbus Macro LLC56,848$1.46M0.2%+266.8%0.924%
1/24/2025 Resonant Capital Advisors LLC32,697$840K0.1%N/A0.532%
1/23/2025 Northeast Financial Group Inc.65,185$1.67M0.6%N/A1.060%
1/23/2025 VanderPol Investments L.L.C.80,182$2.06M4.5%+93.8%1.304%
1/22/2025 VCI Wealth Management LLC17,684$454K0.2%+96.8%0.288%
1/17/2025 Galvin Gaustad & Stein LLC17,790$457K0.0%+101.5%0.289%
1/17/2025 Avior Wealth Management LLC5,686$146K0.0%+100.0%0.092%
1/16/2025 Charles Schwab Trust Co815,340$20.94M1.8%+196.8%13.258%
1/15/2025 CGN Advisors LLC306,135$7.86M0.8%+174.4%4.978%
1/14/2025 Fiduciary Financial Group LLC40,081$1.02M0.2%N/A0.652%
1/14/2025 Myecfo LLC125,288$3.23M1.7%+101.2%2.037%
1/13/2025 AdvisorNet Financial Inc32,128$825K0.1%+108.2%0.522%
1/13/2025 Pallas Capital Advisors LLC539,702$13.86M0.6%+12.2%8.776%
1/13/2025 Kades & Cheifetz LLC14,189$364K0.2%+102.1%0.231%
1/13/2025 Wedmont Private Capital496,568$12.67M0.7%+100.9%8.074%
12/26/2024 JPMorgan Chase & Co.58,155$3.06M0.0%+44.9%0.946%
12/13/2024B. Riley Wealth Advisors Inc.14,800$777K0.0%+24.1%0.241%
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%
11/12/2024 Larson 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%
10/19/2024 Columbus 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%
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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%
(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, 81 institutional investors and hedge funds held shares of Schwab Municipal Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($29.91M), Charles Schwab Trust Co ($20.94M), Pallas Capital Advisors LLC ($13.86M), Wedmont Private Capital ($12.67M), Bank of America Corp DE ($11.30M), Susquehanna International Group LLP ($9.57M), and CGN Advisors LLC ($7.86M).Learn more on SCMB's institutional investors.

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

Of the 81 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: Charles Schwab Trust Co ($822.52K), Charles Schwab Investment Management Inc. ($527.51K), Wedmont Private Capital ($436.55K), Pallas Capital Advisors LLC ($410.69K), CGN Advisors LLC ($308.01K), Bank of America Corp DE ($291.28K), and Susquehanna International Group LLP ($158.79K).

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

Institutional investors have bought a total of 4,964,767 shares in the last 24 months. This purchase volume represents approximately $128.13M in transactions.

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

Of the 14 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), JPMorgan Chase & Co. ($28.78K), Sequoia Financial Advisors LLC ($18.60K), Cetera Investment Advisers ($8.03K), and Koshinski Asset Management Inc. ($4.84K).

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

Institutional investors have sold a total of 207,417 shares in the last 24 months. This volume of shares sold represents approximately $5.37M in transactions.


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This page (NYSEARCA:SCMB) was last updated on 2/22/2025 by MarketBeat.com Staff
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