Who Owns Schwab Municipal Bond ETF (SCMB)?Hedge Fund & Institutional Holders

$25.68-0.04 (-0.14%)Financial ServicesNYSE_ARCA

Institutional Holders

85

as of QNaN NaN

Total Institutional Value

$289.1T

% of Float Held

—

QoQ Change in Holders

+85 / -0

Price History

$24.65$25.05$25.44$25.84$26.23Oct 24Jun 25Mar 26

SCMB — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
JONES FINANCIAL COMPANIES LLLPNew4.6M$105.7T94.74%
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNew1.2M$29.6T5.55%
Pallas Capital Advisors LLCNew669K$17.0T0.71%
Fort Point Capital Partners LLCNew653K$16.6T1.83%
Wedmont Private CapitalNew574K$14.2T0.73%
Charles Schwab Trust CoNew528K$13.4T1.12%
BANK OF AMERICA CORP /DE/New459K$11.6T0.94%
Rochester Wealth Strategies, LLCNew247K$6.3T4.98%
CGN Advisors LLCNew234K$5.9T0.58%
ENVESTNET ASSET MANAGEMENT INCNew221K$5.6T1.81%
JANE STREET GROUP, LLCNew214K$5.4T1.36%
Beaird Harris Wealth Management, LLCNew212K$5.4T0.46%
UNITED CAPITAL FINANCIAL ADVISORS, LLCNew174K$4.4T37.88%
Perigon Wealth Management, LLCNew165K$4.2T0.11%
RWA WEALTH PARTNERS, LLCNew137K$3.5T43.89%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1JONES FINANCIAL COMPANIES LLLP4,611,557$105.7T94.74%New
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,167,351$29.6T5.55%New
3Pallas Capital Advisors LLC669,251$17.0T0.71%New
4Fort Point Capital Partners LLC652,695$16.6T1.83%New
5Wedmont Private Capital574,349$14.2T0.73%New
6Charles Schwab Trust Co528,439$13.4T1.12%New
7BANK OF AMERICA CORP /DE/459,237$11.6T0.94%New
8Rochester Wealth Strategies, LLC247,319$6.3T4.98%New
9CGN Advisors LLC234,053$5.9T0.58%New
10ENVESTNET ASSET MANAGEMENT INC221,109$5.6T1.81%New
11JANE STREET GROUP, LLC214,377$5.4T1.36%New
12Beaird Harris Wealth Management, LLC211,802$5.4T0.46%New
13UNITED CAPITAL FINANCIAL ADVISORS, LLC174,487$4.4T37.88%New
14Perigon Wealth Management, LLC165,158$4.2T0.11%New
15RWA WEALTH PARTNERS, LLC137,197$3.5T43.89%New
16MYECFO, LLC132,760$3.4T1.78%New
17O'ROURKE & COMPANY, Inc88,493$2.2T1.11%New
18VanderPol Investments L.L.C.86,399$2.2T4.63%New
19CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC81,119$2.1T0.42%New
20Cetera Investment Advisers58,918$1.5T2.90%New
21CREATIVE FINANCIAL DESIGNS INC /ADV57,492$1.5T0.12%New
22Meridian Wealth Management, LLC57,335$1.5T0.07%New
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC57,010$1.4T2.77%New
24Investment Planning Advisors, Inc.55,467$1.4T0.57%New
25GOLDMAN SACHS GROUP INC49,182$1.2T0.20%New
26Trinity Financial Advisors LLC42,319$1.1T0.38%New
27DONALDSON CAPITAL MANAGEMENT, LLC41,887$1.1T0.04%New
28MML INVESTORS SERVICES, LLC39,548$1.0T3.34%New
29OSAIC HOLDINGS, INC.38,893$986.8B2.20%New
30CAPTRUST FINANCIAL ADVISORS38,699$981.8B2.46%New
31Northeast Financial Group, Inc.38,540$977.8B0.34%New
32Resonant Capital Advisors, LLC36,207$918.6B0.06%New
33Creative Planning35,550$901.9B0.85%New
34Savvy Advisors, Inc.34,268$869.4B0.09%New
35AdvisorNet Financial, Inc32,128$815.1B0.06%New
36TSA Wealth Managment LLC28,405$720.6B0.29%New
37FLPUTNAM INVESTMENT MANAGEMENT CO26,592$674.6B12.65%New
38MERCER GLOBAL ADVISORS INC /ADV25,763$653.6B1.50%New
39SUSQUEHANNA INTERNATIONAL GROUP, LLP25,434$645.3B0.11%New
40Berger Financial Group, Inc24,560$623.1B0.04%New
41MAI Capital Management24,391$618.8B4.66%New
42Family Capital Management, Inc.23,248$589.8B0.36%New
43Root Financial Partners, LLC22,672$575.2B0.06%New
44Compass Financial Group, INC/SD22,497$570.8B0.11%New
45CITADEL ADVISORS LLC20,622$523.2B0.10%New
46FIDUCIARY FINANCIAL GROUP, LLC20,578$509.9B0.11%New
47Altiora Financial Group, LLC20,000$507.4B0.11%New
48Sequoia Financial Advisors, LLC18,462$468.4B3.61%New
49FF Advisors,LLC17,981$451.9B0.26%New
50Galvin, Gaustad & Stein, LLC16,990$431.0B0.04%New

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As of QNaN NaN, 85 institutional investors hold SCMB (Schwab Municipal Bond ETF). The largest holder is JONES FINANCIAL COMPANIES LLLP with $105.7T in shares. This quarter, 85 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SCMB?

As of QNaN NaN, 85 institutional investors report holding SCMB (Schwab Municipal Bond ETF) in their 13F filings.

Who is the largest institutional holder of SCMB?

The largest institutional holder of SCMB is JONES FINANCIAL COMPANIES LLLP with $105.7T in shares.

Is institutional ownership of SCMB increasing or decreasing?

This quarter, 85 institutions opened new positions in SCMB and 0 closed their positions.