SCMB Institutional Ownership Changes & 13F Activity

SCHWAB MUNICIPAL BOND ETF (SCMB) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and Sequoia Financial Advisors.

Related SCMB insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy39,80039,800$1,014,104
Q1 2026Sequoia Financial AdvisorsBuy18,71833,065$842,497
Q3 2025Sequoia Financial AdvisorsSell-44414,347$367,427
Q2 2025Sequoia Financial AdvisorsSell-3,67114,791$372,438
Q1 2025Sequoia Financial AdvisorsBuy1,09418,462$468,381
Q4 2024Sequoia Financial AdvisorsBuy8,68417,368$446,011
Q2 2024Sequoia Financial AdvisorsSell-278,684$446,358
Q1 2024Sequoia Financial AdvisorsSell-10,6458,711$453,408
Q4 2023Sequoia Financial AdvisorsSell-60519,356$1,018,320
Q3 2023Sequoia Financial AdvisorsSell-3,68019,961$989,567
Q2 2023Sequoia Financial AdvisorsBuy6,64923,641$1,225,327
Q1 2023Sequoia Financial AdvisorsSell-3,67116,992$889,808
Q4 2022Sequoia Financial AdvisorsBuy20,66320,663$1,060,012

Frequently asked questions about SCMB activity

  • Which institutional owners are buying SCMB?

    Institutional owners buying SCMB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCMB activity?

    "Buy" means an investor increased their reported position in SCMB compared to the prior reporting period. This reflects growing exposure to SCHWAB MUNICIPAL BOND ETF (SCMB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCMB increasing?

    Institutional interest in SCMB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.