SCHWAB MUNICIPAL BOND ETF (SCMB) Top Institutional Shareholders
SCHWAB MUNICIPAL BOND ETF (SCMB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.69B in SCMB holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of SCMB tracked by InsiderSet, reporting ownership valued at approximately $1.69B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.70B, representing an estimated gain of +0.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed SCMB value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Bank Of America Corp, Jones Financial Companies Lllp, and several other long-term asset managers with concentrated positions in SCHWAB MUNICIPAL BOND ETF (SCMB).
This page ranks the largest institutional SCMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
166
Total Reported Value
$2.69B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$1.69B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
181
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.26% | 66,306,294 | $1,689,484,371 | $1,703,077,161 | +$13,592,790 | +0.80% | |
| Bank Of America Corp | 0.04% | 21,959,386 | $559,525,145 | $564,026,829 | +$4,501,684 | +0.80% | |
| Jones Financial Companies Lllp | 0.04% | 2,975,051 | $75,448,222 | $76,414,185 | +$965,963 | +1.28% | |
| Avidian Wealth Enterprises, Llc | 1.21% | 1,497,325 | $38,151,836 | $38,458,793 | +$306,957 | +0.80% | |
| Charles Schwab Trust Co | 1.57% | 949,511 | $24,193,540 | $24,388,190 | +$194,650 | +0.80% | |
| Jane Street Group, Llc | 0.02% | 868,526 | $22,130,042 | $22,308,090 | +$178,048 | +0.80% | |
| Pallas Capital Advisors Llc | 0.81% | 845,235 | $21,536,590 | $21,709,861 | +$173,271 | +0.80% | |
| United Capital Financial Advisors, Llc | 0.12% | 779,851 | $19,878,415 | $20,030,473 | +$152,058 | +0.76% | |
| Creative Planning | 0.01% | 748,838 | $19,080,384 | $19,233,904 | +$153,520 | +0.80% | |
| Envestnet Asset Management Inc | 0.00% | 726,386 | $18,508,327 | $18,657,224 | +$148,897 | +0.80% | |
| Fort Point Capital Partners Llc | 2.35% | 703,844 | $17,933,937 | $18,078,233 | +$144,296 | +0.80% | |
| Wedmont Private Capital | 0.41% | 494,149 | $12,650,215 | $12,692,217 | +$42,002 | +0.33% | |
| Old Mission Capital Llc | 0.24% | 396,938 | $10,113,980 | $10,195,353 | +$81,373 | +0.80% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 328,202 | $8,378,985 | $8,429,868 | +$50,883 | +0.61% | |
| Quantinno Capital Management Lp | 0.01% | 300,660 | $7,660,825 | $7,722,452 | +$61,627 | +0.80% | |
| Mml Investors Services, Llc | 0.02% | 281,415 | $7,170,466 | $7,228,144 | +$57,678 | +0.80% | |
| Cgn Advisors Llc | 0.55% | 272,356 | $6,939,619 | $6,995,464 | +$55,845 | +0.80% | |
| Rwa Wealth Partners, Llc | 0.07% | 240,465 | $6,127,048 | $6,176,344 | +$49,296 | +0.80% | |
| Smith, Moore & Co. | 0.43% | 234,570 | $5,976,844 | $6,024,930 | +$48,086 | +0.80% | |
| Perigon Wealth Management, Llc | 0.10% | 211,797 | $5,396,577 | $5,440,006 | +$43,429 | +0.80% | |
| Beaird Harris Wealth Management, Llc | 0.33% | 192,462 | $4,903,932 | $4,943,386 | +$39,454 | +0.80% | |
| Ferguson Wellman Capital Management, Inc | 0.06% | 178,654 | $4,552,104 | $4,588,728 | +$36,624 | +0.80% | |
| Myecfo, Llc | 1.88% | 176,180 | $4,489,066 | $4,525,183 | +$36,117 | +0.80% | |
| Waverly Advisors, Llc | 0.03% | 144,146 | $3,672,849 | $3,702,390 | +$29,541 | +0.80% | |
| Cornerstone Advisors Asset Management, Llc | 0.56% | 141,725 | $3,611,153 | $3,640,207 | +$29,054 | +0.80% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 135,920 | $3,463,241 | $3,491,105 | +$27,864 | +0.80% | |
| Tower Research Capital Llc (Trc) | 0.09% | 133,724 | $3,407,288 | $3,434,701 | +$27,413 | +0.80% | |
| Manning & Napier Advisors Llc | 0.04% | 117,071 | $2,982,969 | $3,006,969 | +$24,000 | +0.80% | |
| Torrey Growth & Income Advisors | 1.11% | 103,690 | $2,642,539 | $2,663,278 | +$20,739 | +0.78% | |
| Investment Planning Advisors, Inc. | 0.64% | 90,923 | $2,316,718 | $2,335,357 | +$18,639 | +0.80% | |
| Raymond James Financial Inc | 0.00% | 88,346 | $2,251,046 | $2,269,167 | +$18,121 | +0.81% | |
| Captrust Financial Advisors | 0.00% | 80,965 | $2,062,987 | $2,079,586 | +$16,599 | +0.80% | |
| Breakwater Investment Management | 0.70% | 73,509 | $1,873,010 | $1,888,079 | +$15,069 | +0.80% | |
| Susquehanna International Group, Llp | 0.00% | 72,707 | $1,852,574 | $1,867,479 | +$14,905 | +0.80% | |
| Donaldson Capital Management, Llc | 0.06% | 71,792 | $1,829,260 | $1,843,978 | +$14,718 | +0.80% | |
| Cetera Investment Advisers | 0.00% | 67,599 | $1,722,432 | $1,736,280 | +$13,848 | +0.80% | |
| O'Rourke & Company, Inc | 0.67% | 66,658 | $1,698,435 | $1,712,111 | +$13,676 | +0.81% | |
| Great Valley Advisor Group, Inc. | 0.03% | 65,924 | $1,679,744 | $1,693,258 | +$13,514 | +0.80% | |
| Tsa Wealth Managment Llc | 0.54% | 65,287 | $1,663,513 | $1,676,897 | +$13,384 | +0.80% | |
| Aqr Capital Management Llc | 0.00% | 65,112 | $1,659,054 | $1,672,402 | +$13,348 | +0.80% | |
| Mariner, Llc | 0.00% | 63,168 | $1,609,519 | $1,622,470 | +$12,951 | +0.80% | |
| Compass Financial Group, Inc/Sd | 0.22% | 61,324 | $1,562,531 | $1,575,107 | +$12,576 | +0.80% | |
| Creative Financial Designs Inc | 0.09% | 60,614 | $1,544,445 | $1,556,871 | +$12,426 | +0.80% | |
| Newedge Wealth, Llc | 0.02% | 57,941 | $1,476,347 | $1,488,215 | +$11,868 | +0.80% | |
| Shared Vision Wealth Group Llc | 0.60% | 57,291 | $1,459,775 | $1,471,519 | +$11,744 | +0.80% | |
| Ackerman Capital Advisors, Llc | 0.28% | 54,129 | $1,379,207 | $1,390,303 | +$11,096 | +0.80% | |
| Meridian Wealth Management, Llc | 0.05% | 53,801 | $1,370,854 | $1,381,879 | +$11,025 | +0.80% | |
| Ifp Advisors, Inc | 0.03% | 53,429 | $1,361,371 | $1,372,324 | +$10,953 | +0.80% | |
| Osaic Holdings, Inc. | 0.00% | 53,053 | $1,351,780 | $1,362,666 | +$10,886 | +0.81% | |
| Royal Bank Of Canada | 0.00% | 51,418 | $1,310,000 | $1,320,671 | +$10,671 | +0.81% |
Frequently asked questions about SCMB
Who owns the most SCMB stock?
The largest holders of SCMB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB MUNICIPAL BOND ETF (SCMB).
Is SCMB widely held by superinvestors?
Many widely followed stocks like SCMB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCMB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.