Free Trial
→ Stunning Trump Exec Order Leaked (From Banyan Hill Publishing) (Ad) Free SCMB Stock Alerts

Schwab Municipal Bond ETF (SCMB) Institutional Ownership

$25.72 -0.07 (-0.27%)
As of 01/3/2025 05:39 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$40.72M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.78M
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.

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
12/26/2024JPMorgan 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%
11/15/2024Continuum Advisory LLC800$42K0.0%+166.7%0.013%
11/15/2024Jane Street Group LLC37,916$1.99M0.0%-43.8%0.617%
11/15/2024HighTower Advisors LLC4,005$210K0.0%N/A0.065%
11/14/2024Captrust Financial Advisors20,888$1.10M0.0%+3.5%0.340%
11/12/2024Larson Financial Group LLC501$26K0.0%N/A0.008%
11/12/2024Family Capital Management Inc.8,903$468K0.3%+26.8%0.145%
11/12/2024Meridian Wealth Management LLC7,967$419K0.0%N/A0.130%
11/12/2024Charles Schwab Investment Management Inc.639,567$33.60M0.0%-0.2%10.399%
11/8/2024Avior Wealth Management LLC2,843$149K0.0%N/A0.046%
11/6/2024TSA Wealth Managment LLC14,269$750K0.3%+106.7%0.232%
11/6/2024Balboa Wealth Partners9,391$493K0.1%-12.7%0.153%
10/30/2024Maia Wealth LLC11,983$629K0.2%+47.2%0.195%
10/29/2024Donaldson Capital Management LLC17,641$927K0.0%+61.0%0.287%
10/28/2024Creative Financial Designs Inc. ADV10,230$537K0.0%+27.7%0.166%
10/28/2024O ROURKE & COMPANY Inc41,723$2.19M1.1%-3.8%0.678%
10/25/2024Pallas Capital Advisors LLC481,159$25.28M1.0%+220.0%7.824%
10/24/2024Wealth Enhancement Advisory Services LLC31,507$1.66M0.0%+5.6%0.512%
10/23/2024Blackston Financial Advisory Group LLC3,824$201K0.1%N/A0.062%
10/23/2024Element Wealth LLC3,675$193K0.1%+64.1%0.060%
10/19/2024Columbus Macro LLC15,500$814K0.3%+55.0%0.252%
10/11/2024Creative Planning19,067$1.00M0.0%N/A0.310%
10/9/2024Charles Schwab Trust Co274,741$14.43M1.2%+1.7%4.467%
10/9/2024Wedmont Private Capital247,189$12.88M0.7%-0.7%4.019%
10/7/2024Myecfo LLC62,279$3.28M1.8%+6.4%1.013%
10/7/2024Miracle Mile Advisors LLC3,818$201K0.0%N/A0.062%
8/22/2024Cetera 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%
8/16/2024Susquehanna International Group LLP186,259$9.57M0.0%+578.0%3.029%
8/8/2024Envestnet Asset Management Inc.38,840$2.00M0.0%+18.6%0.632%
7/27/2024TSA Wealth Managment LLC6,903$355K0.2%N/A0.112%
7/22/2024Pallas Capital Advisors LLC150,361$7.78M0.3%+6.7%2.445%
7/19/2024CAP Partners LLC4,955$255K0.2%N/A0.081%
7/18/2024O ROURKE & COMPANY Inc43,384$2.23M1.3%-2.7%0.705%
7/17/2024Galvin Gaustad & Stein LLC8,779$451K0.0%+30.2%0.143%
7/17/2024AdvisorNet Financial Inc14,604$751K0.1%-13.5%0.237%
7/16/2024Wealth Enhancement Advisory Services LLC29,837$1.53M0.0%+40.8%0.485%
7/16/2024Maia Wealth LLC8,140$422K0.1%N/A0.132%
7/16/2024Wedmont Private Capital248,979$12.90M0.8%+0.7%4.048%
7/11/2024VanderPol 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%
7/9/2024Myecfo LLC58,520$3.01M1.7%-32.3%0.952%
5/24/2024Cetera Advisors LLC23,391$1.22M0.0%+215.2%0.380%
5/24/2024Cetera 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%
5/1/2024Sequoia Financial Advisors LLC8,711$453K0.0%-55.0%0.144%
4/29/2024RWA Wealth Partners LLC68,258$3.55M0.0%+4.9%1.128%
4/18/2024Myecfo LLC86,500$4.50M2.6%-5.8%1.454%
4/18/2024O ROURKE & COMPANY Inc44,568$2.32M1.3%+3.8%0.749%
4/16/2024Wealth Enhancement Advisory Services LLC21,190$1.10M0.0%+390.5%0.356%
4/12/2024Charles Schwab Trust Co277,203$14.43M1.4%+122.2%4.659%
4/12/2024CGN Advisors LLC85,637$4.46M0.6%N/A1.439%
4/12/2024AdvisorNet Financial Inc16,879$879K0.1%+6.3%0.563%
4/10/2024VanderPol Investments L.L.C.42,147$2.19M6.3%N/A1.405%
4/10/2024Wedmont 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%
3/6/2024SageView Advisory Group LLC34,307$1.79M0.1%N/A1.144%
2/27/2024Beaird Harris Wealth Management LLC120,091$6.32M0.7%N/A4.003%
2/14/2024VitalStone Financial LLC1,176$62K0.0%+74.0%0.039%
2/9/2024SageView Advisory Group LLC34,307$1.79M0.1%N/A1.144%
2/9/2024Balboa Wealth Partners10,610$558K0.2%+17.9%0.354%
2/8/2024Lindenwold Advisors INC28,250$1.49M0.8%N/A0.942%
2/6/2024Charles Schwab Investment Management Inc.592,762$31.19M0.0%-7.7%19.759%
2/6/2024Avidian Wealth Solutions LLC4,077$215K0.0%N/A0.136%
2/2/2024VCI Wealth Management LLC7,150$376K0.2%N/A0.238%
2/1/2024RWA Wealth Partners LLC65,097$3.43M0.0%+225.7%2.170%
1/30/2024Kades & Cheifetz LLC6,865$361K0.3%N/A0.229%
1/26/2024Sequoia Financial Advisors LLC19,356$1.02M0.0%-3.0%0.645%
1/24/2024O ROURKE & COMPANY Inc42,949$2.26M1.5%+29.2%1.432%
1/22/2024Pallas Capital Advisors LLC126,222$6.64M0.4%+10.4%4.207%
1/22/2024Miracle Mile Advisors LLC3,816$201K0.0%N/A0.127%
1/19/2024Columbus Macro LLC10,273$540K0.2%+116.2%0.342%
1/16/2024Myecfo LLC91,780$4.82M3.0%+7.9%3.059%
1/16/2024CVA Family Office LLC1,209$64K0.0%N/A0.040%
1/12/2024Carl Stuart Investment Advisor Inc.39,627$2.09M1.4%N/A1.321%
1/11/2024Galvin Gaustad & Stein LLC6,722$354K0.0%N/A0.224%
1/10/2024Creative Financial Designs Inc. ADV5,747$302K0.0%+118.5%0.192%
1/10/2024Charles Schwab Trust Co124,779$6.57M0.6%+42.0%4.159%
1/9/2024Wedmont Private Capital246,582$12.97M1.1%+119.0%8.219%
12/1/2023B. Riley Wealth Advisors Inc.4,575$227K0.0%N/A0.153%
11/14/2023O ROURKE & COMPANY Inc33,252$1.65M1.2%-1.1%1.108%
11/8/2023Charles Schwab Investment Management Inc.642,018$31.83M0.0%-3.1%21.401%
11/8/2023Sequoia Financial Advisors LLC19,961$990K0.0%-15.6%0.665%
10/26/2023Myecfo LLC85,060$4.22M2.9%+24.8%2.835%
10/23/2023Balboa Wealth Partners9,000$446K0.2%N/A0.300%
10/20/2023Charles Schwab Trust Co87,860$4.36M0.5%N/A2.929%
10/12/2023IFP Advisors Inc500$25K0.0%N/A0.017%
10/12/2023AdvisorNet Financial Inc15,874$787K0.1%+53.2%0.529%
10/12/2023Gleason Group Inc.7,458$370K0.1%N/A0.249%
10/11/2023Adviser Investments LLC19,989$991K0.0%+368.1%0.666%
8/29/2023Myecfo LLC68,180$3.53M1.8%+10.1%2.273%
8/21/2023VitalStone Financial LLC676$35K0.0%N/A0.023%
8/10/2023Cetera Advisors LLC6,976$362K0.0%+13.7%0.233%
8/10/2023Charles Schwab Investment Management Inc.662,509$34.34M0.0%+0.3%22.084%
8/10/2023Cetera Investment Advisers15,148$785K0.0%-3.4%0.505%
8/8/2023Sequoia Financial Advisors LLC23,641$1.23M0.0%+39.1%0.788%
8/7/2023TrinityPoint Wealth LLC24,817$1.29M0.3%+1.1%0.827%
7/28/2023Koshinski Asset Management Inc.6,592$342K0.0%-42.3%0.269%
7/26/2023Creative Financial Designs Inc. ADV1,630$84K0.0%+139.7%0.067%
(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, 55 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 54 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 1,990,672 shares in the last 24 months. This purchase volume represents approximately $51.75M 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.


Related Companies

This page (NYSEARCA:SCMB) was last updated on 1/5/2025 by MarketBeat.com Staff
From Our Partners
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
liberals FOOLED by Elon’s shocking surprise
Elon Musk and Donald Trump fooled everyone. They said it was to “save free speech”... Or “fix what the l...
StocksToTrade | Sponsored
Stunning Trump Exec Order Leaked
Most people have no clue this unassuming facility exists. Yet the minute Donald Trump takes office... ...
Banyan Hill Publishing | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Amazon coin set to soar 25X – starting December 16th?
This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. And one team...
True Market Insiders | Sponsored
Missed Nvidia? Buy Elon Musk’s “Silent Partner”
In February 2016, when almost nobody was talking about artificial intelligence… I picked Nvidia as one of my f...
Brownstone Research | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored