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Schwab Municipal Bond ETF (SCMB) Institutional Ownership

$25.05 -0.06 (-0.24%)
As of 07/11/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$315.85M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$15.51M
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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
7/11/2025Myecfo 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%
6/27/2025Goldman Sachs Group Inc.49,182$1.25M0.0%N/A0.061%
5/28/2025Jones Financial Companies Lllp2,578,897$65.36M0.1%+3,133.3%3.389%
5/19/2025Jane 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%
5/16/2025Goldman Sachs Group Inc.49,182$1.25M0.0%N/A0.065%
5/16/2025Jones Financial Companies Lllp4,611,557$117.00M0.1%+5,681.7%6.060%
5/16/2025Beaird Harris Wealth Management LLC211,802$5.37M0.5%-7.3%0.278%
5/15/2025MAI Capital Management24,391$619K0.0%+1.9%0.032%
5/14/2025CreativeOne Wealth LLC12,251$311K0.0%+49.1%0.016%
5/14/2025Northwestern Mutual Wealth Management Co.1,258$32K0.0%N/A0.002%
5/14/2025VanderPol Investments L.L.C.86,399$2.19M4.6%+7.8%0.114%
5/14/2025RWA Wealth Partners LLC137,197$3.48M0.0%-2.7%0.180%
5/13/2025Compass Financial Group INC SD22,497$571K0.1%+15.4%0.030%
5/12/2025Meridian Wealth Management LLC57,335$1.46M0.1%+3.8%0.075%
5/12/2025Northeast Financial Group Inc.38,540$978K0.3%-40.9%0.051%
5/9/2025Charles Schwab Investment Management Inc.1,167,351$29.62M0.0%+0.2%1.534%
5/8/2025Harbour Investments Inc.4,592$116K0.0%+811.1%0.018%
5/8/2025CAP Partners LLC13,453$341K0.2%+17.1%0.053%
5/8/2025Natixis Advisors LLC27,622$701K0.0%N/A0.108%
5/7/2025Galvin Gaustad & Stein LLC16,990$431K0.0%-4.5%0.066%
5/6/2025Cetera Investment Advisers58,918$1.50M0.0%+5.1%0.230%
5/6/2025AE Wealth Management LLC970$25K0.0%+394.9%0.004%
5/6/2025VCI Wealth Management LLC15,477$393K0.2%-12.5%0.060%
5/2/2025Grant Street Asset Management Inc.15,665$397K0.1%N/A0.061%
4/30/2025Allworth Financial LP1,150$29K0.0%N/A0.004%
4/30/2025Family Capital Management Inc.23,248$590K0.4%+4.7%0.091%
4/29/2025Envestnet Asset Management Inc.221,109$5.61M0.0%+75.6%0.864%
4/29/2025Pure Portfolios Holdings LLC15,085$383K0.1%N/A0.059%
4/28/2025Resonant Capital Advisors LLC36,207$919K0.1%+10.7%0.141%
4/25/2025Rochester Wealth Strategies LLC247,319$6.27M5.0%N/A0.966%
4/25/2025Root Financial Partners LLC22,672$575K0.1%+52.8%0.089%
4/25/2025Legacy Wealth Management Inc12,110$307K0.0%N/A0.047%
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4/24/2025Cornerstone Advisors Asset Management LLC81,119$2.06M0.4%+75.6%0.317%
4/23/2025Creative Financial Designs Inc. ADV57,492$1.46M0.1%+80.4%0.225%
4/23/2025Sequoia Financial Advisors LLC18,462$468K0.0%+6.3%0.072%
4/23/2025Perigon Wealth Management LLC165,158$4.19M0.1%N/A0.645%
4/23/2025Investment Planning Advisors Inc.55,467$1.41M0.6%N/A0.217%
4/17/2025Janney Montgomery Scott LLC65,000$1.65M0.0%N/A0.254%
4/17/2025Columbus Macro LLC60,026$1.52M0.2%+5.6%0.234%
4/16/2025 Wealth Enhancement Advisory Services LLC57,010$1.45M0.0%-10.3%0.223%
4/15/2025 Trinity Financial Advisors LLC42,319$1.07M0.2%N/A0.182%
4/15/2025 Fiduciary Financial Group LLC20,578$510K0.1%-48.7%0.088%
4/15/2025West Paces Advisors Inc.10,565$268K0.1%-40.3%0.045%
4/14/2025 Pallas Capital Advisors LLC669,251$16.98M0.7%+24.0%2.872%
4/14/2025 Wedmont Private Capital574,349$14.16M0.7%+15.7%2.465%
4/14/2025Gemmer Asset Management LLC10,340$262K0.0%N/A0.044%
4/10/2025Charles Schwab Trust Co528,439$13.41M1.1%-35.2%2.268%
4/10/2025CGN Advisors LLC234,053$5.94M0.6%-23.5%1.005%
4/8/2025Myecfo LLC132,760$3.36M1.8%+6.0%0.570%
3/17/2025 Wealth Enhancement Advisory Services LLC63,591$1.63M0.0%+101.8%0.300%
2/25/2025B. Riley Wealth Advisors Inc.33,425$858K0.0%+125.8%0.160%
2/17/2025TrinityPoint Wealth LLC46,651$1.20M0.2%+99.9%0.759%
2/17/2025Cetera Investment Advisers56,071$1.44M0.0%+98.2%0.912%
2/17/2025Captrust Financial Advisors37,537$964K0.0%+79.7%0.610%
2/17/2025Chapman Financial Group LLC5,800$149K0.1%N/A0.094%
2/17/2025Bank of America Corp DE440,154$11.30M0.0%+195.6%7.157%
2/14/2025West Paces Advisors Inc.17,685$454K0.1%N/A0.288%
2/14/2025Mercer Global Advisors Inc. ADV25,720$660K0.0%+123.1%0.418%
2/14/2025Jane Street Group LLC95,272$2.45M0.0%+151.3%1.549%
2/14/2025Berger Financial Group Inc24,560$631K0.0%+100.0%0.399%
2/14/2025Capital Analysts LLC2,791$72K0.0%+228.4%0.045%
2/13/2025United Capital Financial Advisors LLC58,104$1.49M0.0%+315.2%0.945%
2/13/2025CreativeOne Wealth LLC8,216$211K0.0%N/A0.134%
2/13/2025Mariner LLC8,200$211K0.0%+100.0%0.133%
2/13/2025SageView Advisory Group LLC39,734$1.02M0.0%N/A0.646%
2/13/2025O ROURKE & COMPANY Inc88,406$2.27M1.1%+111.9%1.437%
2/13/2025Savvy Advisors Inc.34,268$880K0.1%+100.0%0.557%
2/13/2025Envestnet Asset Management Inc.125,900$3.23M0.0%+187.8%2.047%
2/12/2025CIBC Private Wealth Group LLC6,000$154K0.0%+300.0%0.098%
2/12/2025RWA Wealth Partners LLC140,946$3.62M0.0%+102.8%2.292%
2/12/2025BCO Wealth Management LLC28,101$722K0.6%N/A0.457%
2/12/2025JPMorgan Chase & Co.29,378$754K0.0%-49.5%0.478%
2/10/2025Thrivent Financial for Lutherans9,794$253K0.0%+100.0%0.159%
2/10/2025Creative Financial Designs Inc. ADV31,875$819K0.1%+211.6%0.518%
2/10/2025Carl Stuart Investment Advisor Inc.55,424$1.42M0.8%N/A0.901%
2/7/2025Sequoia Financial Advisors LLC17,368$446K0.0%+100.0%0.282%
2/7/2025HighTower Advisors LLC8,009$206K0.0%+100.0%0.130%
2/7/2025Donaldson Capital Management LLC41,887$1.08M0.0%+137.4%0.681%
2/7/2025Altiora Financial Group LLC20,000$514K0.1%+100.0%0.325%
2/7/2025Larson Financial Group LLC1,006$26K0.0%+100.8%0.016%
2/6/2025Charles Schwab Investment Management Inc.1,164,822$29.91M0.0%+82.1%18.940%
2/6/2025TSA Wealth Managment LLC28,540$733K0.3%+100.0%0.464%
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2/6/2025Bedel Financial Consulting Inc.9,948$256K0.0%+118.5%0.162%
2/6/2025Meridian Wealth Management LLC55,245$1.42M0.1%+593.4%0.898%
2/6/2025Jones Financial Companies Lllp79,761$2.05M0.0%N/A1.297%
2/5/2025Flputnam Investment Management Co.26,592$683K0.0%+100.0%0.432%
2/5/2025LifeGoal Wealth Advisors8,920$229K0.2%N/A0.145%
2/4/2025IFP Advisors Inc3,290$84K0.0%+100.0%0.053%
2/4/2025WealthShield Partners LLC5,724$147K0.0%+100.0%0.093%
2/4/2025Golden Bell Financial Planning LLC13,554$348K0.3%N/A0.220%
2/3/2025Element Wealth LLC7,350$189K0.1%+100.0%0.120%
2/3/2025Bell Bank11,608$298K0.0%N/A0.189%
(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, 99 institutional investors and hedge funds held shares of Schwab Municipal Bond ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($65.36M), Charles Schwab Investment Management Inc. ($29.62M), Pallas Capital Advisors LLC ($19.02M), Charles Schwab Trust Co ($13.41M), Wedmont Private Capital ($12.30M), Bank of America Corp DE ($11.30M), and Susquehanna International Group LLP ($9.57M).Learn more on Schwab Municipal Bond ETF's institutional investors.

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

Of the 98 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: Jones Financial Companies Lllp ($7.11M), Charles Schwab Trust Co ($822.52K), Pallas Capital Advisors LLC ($626.50K), Charles Schwab Investment Management Inc. ($530.04K), Wedmont Private Capital ($476.97K), CGN Advisors LLC ($308.01K), and Bank of America Corp DE ($291.28K).

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

Institutional investors have bought a total of 12,394,245 shares in the last 24 months. This purchase volume represents approximately $315.85M in transactions.

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

Of the 18 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), Wedmont Private Capital ($86.66K), CGN Advisors LLC ($72.08K), Jane Street Group LLC ($29.58K), JPMorgan Chase & Co. ($28.78K), Fiduciary Financial Group LLC ($27.24K), and Northeast Financial Group Inc. ($26.65K).

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

Institutional investors have sold a total of 610,326 shares in the last 24 months. This volume of shares sold represents approximately $15.51M in transactions.


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This page (NYSEARCA:SCMB) was last updated on 7/13/2025 by MarketBeat.com Staff
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