Free Trial
→ What Steve Bannon revealed about Trump’s gold play (From Reagan Gold Group) (Ad)tc pixel Free SCMB Stock Alerts

Schwab Municipal Bond ETF (SCMB) Institutional Ownership

$25.09 +0.05 (+0.20%)
Closing price 04:10 PM Eastern
Extended Trading
$25.10 +0.00 (+0.02%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$18.46M
Get SCMB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCMB Institutional Buying and Selling by Quarter

Schwab Municipal Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC10,689$269K0.0%N/A0.013%
8/15/2025 Asset Allocation Strategies LLC10,609$267K0.1%-4.6%0.013%
8/15/2025 Corient Private Wealth LLC52,852$1.33M0.0%N/A0.062%
8/15/2025 Chapman Financial Group LLC5,800$146K0.1%N/A0.007%
8/15/2025 Captrust Financial Advisors55,477$1.40M0.0%+43.4%0.065%
8/15/2025 Orion Porfolio Solutions LLC10,689$269K0.0%N/A0.013%
8/15/2025 MML Investors Services LLC78,195$1.97M0.0%+97.7%0.092%
8/15/2025 Great Valley Advisor Group Inc.15,285$385K0.0%N/A0.018%
8/15/2025 Bank of America Corp DE453,989$11.43M0.0%-1.1%0.536%
8/14/2025 Jane Street Group LLC522,022$13.15M0.0%+143.5%0.616%
8/14/2025 Raymond James Financial Inc.4,368$110K0.0%N/A0.005%
8/14/2025 Quantinno Capital Management LP91,765$2.31M0.0%N/A0.108%
8/14/2025 Peapack Gladstone Financial Corp22,598$569K0.0%N/A0.027%
8/13/2025 SageView Advisory Group LLC9,940$248K0.0%N/A0.012%
8/13/2025 Smith Moore & CO.44,860$1.13M0.1%N/A0.053%
8/12/2025 Blueprint Financial Advisors LLC24,245$610K0.2%N/A0.029%
8/12/2025 CreativeOne Wealth LLC16,337$411K0.0%+33.4%0.019%
8/12/2025 Charles Schwab Investment Management Inc.52,643,707$1.33B0.2%+4,409.7%62.153%
8/12/2025 MAI Capital Management24,802$625K0.0%+1.7%0.029%
8/12/2025 JPMorgan Chase & Co.128,813$3.24M0.0%+165.5%0.152%
8/12/2025 Howe & Rusling Inc.8,174$206K0.0%N/A0.010%
8/8/2025 Cetera Investment Advisers44,660$1.13M0.0%-24.2%0.053%
8/8/2025 Creative Planning34,647$872K0.0%-2.5%0.041%
8/8/2025 Burling Wealth Partners LLC8,625$217K0.0%N/A0.010%
8/8/2025 Francis Financial Inc.42,671$1.07M0.2%N/A0.051%
8/6/2025 RWA Wealth Partners LLC98,812$2.49M0.0%-28.0%0.118%
8/5/2025 Golden Bell Financial Planning LLC15,455$389K0.4%+12.3%0.019%
8/4/2025 Creative Financial Designs Inc. ADV53,969$1.36M0.1%-6.1%0.065%
8/1/2025 Envestnet Asset Management Inc.320,242$8.06M0.0%+44.8%0.384%
7/31/2025 Resonant Capital Advisors LLC41,046$1.03M0.1%+13.4%0.049%
7/31/2025 TSA Wealth Managment LLC52,747$1.33M0.5%+85.7%0.063%
7/31/2025 CAP Partners LLC14,554$366K0.2%+8.2%0.017%
7/30/2025 Family Capital Management Inc.24,527$618K0.3%+5.5%0.029%
7/30/2025 VCI Wealth Management LLC15,982$402K0.1%+3.3%0.019%
7/30/2025 Avidian Wealth Enterprises LLC77,355$1.95M0.1%N/A0.093%
7/28/2025 Harbour Investments Inc.9,252$233K0.0%+101.5%0.011%
7/25/2025 Sequoia Financial Advisors LLC14,791$372K0.0%-19.9%0.018%
7/25/2025 Ackerman Capital Advisors LLC69,482$1.75M0.4%N/A0.083%
7/24/2025 VanderPol Investments L.L.C.83,785$2.11M4.4%-3.0%0.100%
7/24/2025 Galvin Gaustad & Stein LLC17,628$444K0.0%+3.8%0.021%
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why (Ad)

Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund. It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you." This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight.tc pixel

Click here for the full story.
7/23/2025 Columbus Macro LLC43,946$1.11M0.1%-26.8%0.053%
7/23/2025 Pure Portfolios Holdings LLC87,748$2.21M0.7%+481.7%0.105%
7/22/2025 Gemmer Asset Management LLC13,831$348K0.0%+33.8%0.017%
7/22/2025 Berger Financial Group Inc20,644$520K0.0%-15.9%0.025%
7/22/2025 Compass Financial Group INC SD23,036$580K0.1%+2.4%0.028%
7/21/2025 Ameritas Advisory Services LLC5,530$139K0.0%N/A0.007%
7/21/2025 Investment Planning Advisors Inc.62,039$1.56M0.6%+11.8%0.074%
7/18/2025 Northeast Financial Group Inc.51,676$1.30M0.4%+34.1%0.062%
7/18/2025 O ROURKE & COMPANY Inc76,021$1.91M0.9%-14.1%0.091%
7/17/2025 Legacy Wealth Management Inc34,193$861K0.1%+182.4%0.040%
7/17/2025 Janney Montgomery Scott LLC75,000$1.89M0.0%+15.4%0.088%
7/17/2025 Charles Schwab Trust Co733,104$18.46M1.4%+38.7%0.860%
7/16/2025 Vestia Personal Wealth Advisors18,728$472K0.3%N/A0.022%
7/16/2025 Perigon Wealth Management LLC179,898$4.53M0.1%+8.9%0.211%
7/15/2025 CGN Advisors LLC207,164$5.22M0.5%-11.5%0.243%
7/11/2025 Myecfo LLC145,160$3.66M1.8%+9.3%0.174%
7/10/2025 Wealth Enhancement Advisory Services LLC134,584$3.38M0.0%+136.1%0.162%
7/10/2025 Wedmont Private Capital489,484$12.30M0.5%-14.8%0.588%
7/9/2025 Breakwater Investment Management9,740$245K0.1%N/A0.012%
7/9/2025 Pallas Capital Advisors LLC755,515$19.02M0.7%+12.9%0.908%
7/9/2025 Breakwater Capital Group8,194$206K0.0%N/A0.010%
7/8/2025 Heartwood Wealth Advisors LLC9,243$233K0.0%N/A0.011%
7/3/2025 Fiduciary Financial Group LLC12,844$323K0.1%-37.6%0.016%
6/27/2025 Goldman Sachs Group Inc.49,182$1.25M0.0%N/A0.061%
5/28/2025 Jones Financial Companies Lllp2,578,897$65.36M0.1%+3,133.3%3.389%
5/19/2025 Jane Street Group LLC214,377$5.44M0.0%+125.0%0.282%
5/19/2025 Trinity Financial Advisors LLC42,319$1.08M0.4%N/A0.056%
5/16/2025 Goldman Sachs Group Inc.49,182$1.25M0.0%N/A0.065%
5/16/2025 Jones Financial Companies Lllp4,611,557$117.00M0.1%+5,681.7%6.060%
5/16/2025 Beaird Harris Wealth Management LLC211,802$5.37M0.5%-7.3%0.278%
5/15/2025 MAI Capital Management24,391$619K0.0%+1.9%0.032%
5/14/2025 CreativeOne Wealth LLC12,251$311K0.0%+49.1%0.016%
5/14/2025 Northwestern Mutual Wealth Management Co.1,258$32K0.0%N/A0.002%
5/14/2025 VanderPol Investments L.L.C.86,399$2.19M4.6%+7.8%0.114%
5/14/2025 RWA Wealth Partners LLC137,197$3.48M0.0%-2.7%0.180%
5/13/2025 Compass Financial Group INC SD22,497$571K0.1%+15.4%0.030%
5/12/2025 Meridian Wealth Management LLC57,335$1.46M0.1%+3.8%0.075%
5/12/2025 Northeast Financial Group Inc.38,540$978K0.3%-40.9%0.051%
5/9/2025 Charles Schwab Investment Management Inc.1,167,351$29.62M0.0%+0.2%1.534%
5/8/2025 Harbour Investments Inc.4,592$116K0.0%+811.1%0.018%
5/8/2025 CAP Partners LLC13,453$341K0.2%+17.1%0.053%
5/8/2025 Natixis Advisors LLC27,622$701K0.0%N/A0.108%
5/7/2025 Galvin Gaustad & Stein LLC16,990$431K0.0%-4.5%0.066%
5/6/2025 Cetera Investment Advisers58,918$1.50M0.0%+5.1%0.230%
5/6/2025 AE Wealth Management LLC970$25K0.0%+394.9%0.004%
5/6/2025 VCI Wealth Management LLC15,477$393K0.2%-12.5%0.060%
5/2/2025 Grant Street Asset Management Inc.15,665$397K0.1%N/A0.061%
4/30/2025 Allworth Financial LP1,150$29K0.0%N/A0.004%
4/30/2025 Family Capital Management Inc.23,248$590K0.4%+4.7%0.091%
4/29/2025 Envestnet Asset Management Inc.221,109$5.61M0.0%+75.6%0.864%
What's the Best Way to Lower RMD Taxes? (Ad)

Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg. SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.tc pixel

Click here to see the six strategies and get your free advisor matches today.
4/29/2025 Pure Portfolios Holdings LLC15,085$383K0.1%N/A0.059%
4/28/2025 Resonant Capital Advisors LLC36,207$919K0.1%+10.7%0.141%
4/25/2025 Rochester Wealth Strategies LLC247,319$6.27M5.0%N/A0.966%
4/25/2025 Root Financial Partners LLC22,672$575K0.1%+52.8%0.089%
4/25/2025 Legacy Wealth Management Inc12,110$307K0.0%N/A0.047%
4/24/2025 Cornerstone Advisors Asset Management LLC81,119$2.06M0.4%+75.6%0.317%
4/23/2025 Creative Financial Designs Inc. ADV57,492$1.46M0.1%+80.4%0.225%
4/23/2025 Sequoia Financial Advisors LLC18,462$468K0.0%+6.3%0.072%
4/23/2025 Perigon Wealth Management LLC165,158$4.19M0.1%N/A0.645%
4/23/2025 Investment Planning Advisors Inc.55,467$1.41M0.6%N/A0.217%
(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, 115 institutional investors and hedge funds held shares of Schwab Municipal Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($1.33B), Jones Financial Companies Lllp ($65.36M), Pallas Capital Advisors LLC ($19.02M), Charles Schwab Trust Co ($18.46M), Jane Street Group LLC ($13.15M), Wedmont Private Capital ($12.30M), and Bank of America Corp DE ($11.43M).Learn more on Schwab Municipal Bond ETF's institutional investors.

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

Of the 114 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. ($52.00M), Jones Financial Companies Lllp ($7.11M), Charles Schwab Trust Co ($1.03M), Pallas Capital Advisors LLC ($626.50K), Jane Street Group LLC ($484.11K), Wedmont Private Capital ($463.52K), and CGN Advisors LLC ($308.01K).

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

Institutional investors have bought a total of 65,114,137 shares in the last 24 months. This purchase volume represents approximately $1.64B in transactions.

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

Of the 25 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: Charles Schwab Trust Co ($286.90K), CGN Advisors LLC ($98.97K), Wedmont Private Capital ($86.66K), RWA Wealth Partners LLC ($42.13K), Jane Street Group LLC ($29.58K), JPMorgan Chase & Co. ($28.78K), and Fiduciary Financial Group LLC ($27.24K).

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

Institutional investors have sold a total of 727,842 shares in the last 24 months. This volume of shares sold represents approximately $18.46M in transactions.


Related Companies

This page (NYSEARCA:SCMB) was last updated on 9/3/2025 by MarketBeat.com Staff
From Our Partners
How “Trump’s New Dollar” Could Impact Your Wealth
President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...
Brownstone Research | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
This Coin Could Explode, and it’s Hiding in Plain Sight!
The #1 coin with skyrocket potential right now... Sometimes the biggest opportunities are hiding in plain s...
Crypto 101 Media | Sponsoredtc pixel
What's the Best Way to Lower RMD Taxes?
Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...
SmartAsset | Sponsoredtc pixel
What Steve Bannon revealed about Trump’s gold play
A Trump advisor just said 3 words that could reset the dollar. It’s a gold move nobody saw coming—and your ...
Reagan Gold Group | Sponsoredtc pixel
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
Warren Buffett Issues Cryptic Warning on U.S. Dollar
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsoredtc pixel