SCMB Institutional Ownership Trend

Institutional ownership trends for SCHWAB MUNICIPAL BOND ETF provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $1.86M in SCMB holdings for the quarter ended March 31, 2026, compared with approximately $367,427 reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in SCHWAB MUNICIPAL BOND ETF.

This page tracks historical institutional ownership trends for SCMB, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in SCHWAB MUNICIPAL BOND ETF.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$1,856,60172,865
Q3 20251$367,42714,347
Q2 20251$372,43814,791
Q1 20251$468,38118,462
Q4 20241$446,01117,368
Q3 20241$456,1718,684
Q2 20241$446,3588,684
Q1 20241$453,4088,711
Q4 20231$1,018,32019,356
Q3 20231$989,56719,961
Q2 20231$1,225,32723,641
Q1 20231$889,80816,992