SCHWAB MUNICIPAL BOND ETF SCMB
$25.79
+0.1% 52w: $24.03 – $25.88
Latest 13F among current holders filed 1 month ago (May 21, 2026)
Price — last 12 months
research preview data24.0324.9525.88
Jun 20, 2025 Jul 2, 2026
Institutional holders
167
+16 QoQ
13F value
$2.70B
+31.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SCMB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 66.3M | $1.69B | 0.3% | +1.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 22.0M | $559.5M | 0.0% | +3354.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 3.0M | $75.4M | 0.0% | +41.6% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 1.5M | $38.2M | 1.2% | -0.6% |
| Charles Schwab Trust Co | Wealth advisor | 949.5K | $24.2M | 1.6% | +3.6% |
| JANE STREET GROUP, LLC | Market maker | 868.5K | $22.1M | 0.0% | New |
| Pallas Capital Advisors LLC | Other | 845.2K | $21.5M | 0.8% | -5.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 779.9K | $19.9M | 0.1% | +20.6% |
| Creative Planning | Wealth advisor | 748.8K | $19.1M | 0.0% | +1659.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 726.4K | $18.5M | 0.0% | +400.8% |
| Fort Point Capital Partners LLC | Wealth advisor | 703.8K | $17.9M | 2.4% | -7.6% |
| Wedmont Private Capital | Wealth advisor | 494.1K | $12.7M | 0.4% | +0.4% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 396.9K | $10.1M | 0.2% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 328.2K | $8.4M | 0.0% | -33.0% |
| Quantinno Capital Management LP | Diversified mechanical | 300.7K | $7.7M | 0.0% | +214.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 281.4K | $7.2M | 0.0% | +35.1% |
| CGN Advisors LLC | Wealth advisor | 272.4K | $6.9M | 0.5% | -7.4% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 240.5K | $6.1M | 0.1% | -0.3% |
| SMITH, MOORE & CO. | Wealth advisor | 234.6K | $6.0M | 0.4% | +48.6% |
| Perigon Wealth Management, LLC | Wealth advisor | 211.8K | $5.4M | 0.1% | +8.2% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 192.6K | $4.9M | 0.0% | +24.2% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 192.5K | $4.9M | 0.3% | -5.9% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Other | 178.7K | $4.6M | 0.1% | New |
| MYECFO, LLC | Wealth advisor | 176.2K | $4.5M | 1.9% | +2.2% |
| Waverly Advisors, LLC | Wealth advisor | 144.1K | $3.7M | 0.0% | +606.5% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | Wealth advisor | 141.7K | $3.6M | 0.6% | +9.7% |
| JPMORGAN CHASE & CO | Bank broker | 138.5K | $3.5M | 0.0% | +1.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 135.9K | $3.5M | 0.0% | +6.7% |
| Tower Research Capital LLC (TRC) | Market maker | 133.7K | $3.4M | 0.1% | +1965.2% |
| MANNING & NAPIER ADVISORS LLC | Other | 117.1K | $3.0M | 0.0% | +9.3% |
| Torrey Growth & Income Advisors ★2 | Fundamental diversified | 103.7K | $2.6M | 1.1% | -7.7% |
| Investment Planning Advisors, Inc. | Wealth advisor | 90.9K | $2.3M | 0.6% | +10.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 88.3K | $2.3M | 0.0% | +5.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 81.0K | $2.1M | 0.0% | +10.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 80.0K | $2.0M | 0.0% | Held |
| Breakwater Investment Management | Wealth advisor | 73.5K | $1.9M | 0.7% | +7.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 72.7K | $1.9M | 0.0% | New |
| DONALDSON CAPITAL MANAGEMENT, LLC | Other | 71.8K | $1.8M | 0.1% | Held |
| Cetera Investment Advisers | Wealth advisor | 67.6K | $1.7M | 0.0% | +16.6% |
| O'ROURKE & COMPANY, Inc | Wealth advisor | 66.7K | $1.7M | 0.7% | -9.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 65.9K | $1.7M | 0.0% | Held |
| TSA Wealth Managment LLC | Wealth advisor | 65.3K | $1.7M | 0.5% | +11.4% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 65.1K | $1.7M | 0.0% | +10.8% |
| Mariner, LLC | Diversified mechanical | 63.2K | $1.6M | 0.0% | -1.6% |
| Compass Financial Group, INC/SD | Wealth advisor | 61.3K | $1.6M | 0.2% | +7.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 60.6K | $1.5M | 0.1% | +3.1% |
| NewEdge Wealth, LLC | Other | 57.9K | $1.5M | 0.0% | New |
| Shared Vision Wealth Group LLC | Wealth advisor | 57.3K | $1.5M | 0.6% | +79.0% |
| Ackerman Capital Advisors, LLC | Wealth advisor | 54.1K | $1.4M | 0.3% | -14.2% |
| Meridian Wealth Management, LLC | Other | 53.8K | $1.4M | 0.0% | +1.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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