SCMB Institutional Ownership & Shareholders
SCHWAB MUNICIPAL BOND ETF (SCMB) is currently held by 201 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.04B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of SCMB tracked by InsiderSet, reporting ownership valued at approximately $1.93B in its June 30, 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 $1.86B, representing an estimated loss of -3.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% 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
201
Total Reported Value
$3.04B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$1.93B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
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% | 74,885,347 | $1,933,539,660 | $1,860,152,019 | -$73,387,641 | -3.80% | |
| Bank Of America Corp | 0.04% | 23,333,836 | $602,479,649 | $579,612,486 | -$22,867,163 | -3.80% | |
| Jones Financial Companies Lllp | 0.04% | 3,475,683 | $89,638,090 | $86,335,966 | -$3,302,124 | -3.68% | |
| Avidian Wealth Enterprises, Llc | 1.51% | 2,232,098 | $53,927,490 | $55,445,314 | +$1,517,824 | +2.81% | |
| Fort Point Capital Partners Llc | 2.80% | 1,014,596 | $26,196,867 | $25,202,565 | -$994,302 | -3.80% | |
| Crestwood Advisors Group, Llc | 0.35% | 982,371 | $23,734,083 | $24,402,096 | +$668,013 | +2.81% | |
| Pallas Capital Advisors Llc | 0.73% | 918,625 | $23,718,906 | $22,818,645 | -$900,261 | -3.80% | |
| United Capital Financial Advisors, Llc | 0.13% | 903,490 | $23,355,228 | $22,442,692 | -$912,536 | -3.91% | |
| Envestnet Asset Management Inc | 0.01% | 860,999 | $22,230,994 | $21,387,215 | -$843,779 | -3.80% | |
| Wedmont Private Capital | 0.27% | 471,085 | $11,296,621 | $11,701,751 | +$405,130 | +3.59% | |
| Resonant Capital Advisors, Llc | 0.49% | 420,371 | $10,156,159 | $10,442,016 | +$285,857 | +2.81% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 390,225 | $9,357,604 | $9,693,189 | +$335,585 | +3.59% | |
| Smith, Moore & Co. | 0.55% | 329,854 | $8,516,830 | $8,193,573 | -$323,257 | -3.80% | |
| Quantinno Capital Management Lp | 0.01% | 306,190 | $7,905,827 | $7,605,760 | -$300,067 | -3.80% | |
| Rwa Wealth Partners, Llc | 0.07% | 279,549 | $7,217,955 | $6,943,997 | -$273,958 | -3.80% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 276,100 | $7,128,902 | $6,858,324 | -$270,578 | -3.80% |
| Charles Schwab Trust Co | 0.35% | 254,695 | $6,153,431 | $6,326,624 | +$173,193 | +2.81% | |
| Vise Technologies, Inc. | 0.05% | 243,912 | $5,892,913 | $6,058,774 | +$165,861 | +2.81% | |
| Perigon Wealth Management, Llc | 0.09% | 237,644 | $5,741,480 | $5,903,077 | +$161,597 | +2.81% | |
| Citadel Advisors Llc | 0.00% | 221,635 | $5,722,616 | $5,505,413 | -$217,203 | -3.80% | |
| Jpmorgan Chase & Co | 0.00% | 216,721 | $5,595,736 | $5,383,350 | -$212,386 | -3.80% | |
| Mml Investors Services, Llc | 0.01% | 176,935 | $4,568,457 | $4,395,065 | -$173,392 | -3.80% | |
| Myecfo, Llc | 1.70% | 186,910 | $4,515,746 | $4,642,844 | +$127,098 | +2.81% | |
| Beaird Harris Wealth Management, Llc | 0.27% | 166,612 | $4,301,922 | $4,138,642 | -$163,280 | -3.80% | |
| Values Added Financial Llc | 1.48% | 173,170 | $4,183,787 | $4,301,543 | +$117,756 | +2.81% | |
| Manning & Napier Advisors Llc | 0.05% | 156,452 | $4,039,591 | $3,886,268 | -$153,323 | -3.80% | |
| Waverly Advisors, Llc | 0.02% | 153,858 | $3,972,618 | $3,821,833 | -$150,785 | -3.80% | |
| Compass Financial Group, Inc/Sd | 0.42% | 160,078 | $3,867,490 | $3,976,338 | +$108,848 | +2.81% | |
| Raymond James Financial Inc | 0.00% | 148,808 | $3,842,222 | $3,696,391 | -$145,831 | -3.80% | |
| Lpl Financial Llc | 0.00% | 147,243 | $3,801,814 | $3,657,516 | -$144,298 | -3.80% | |
| Rosenberg Matthew Hamilton | 0.68% | 157,341 | $3,801,359 | $3,908,350 | +$106,991 | +2.81% | |
| Natixis Advisors, Llc | 0.00% | 125,140 | $3,231,000 | $3,108,478 | -$122,522 | -3.79% | |
| Shared Vision Wealth Group Llc | 1.05% | 118,406 | $3,057,243 | $2,941,205 | -$116,038 | -3.80% | |
| Mariner, Llc | 0.00% | 116,462 | $3,007,038 | $2,892,916 | -$114,122 | -3.80% | |
| Captrust Financial Advisors | 0.00% | 114,711 | $2,961,845 | $2,849,421 | -$112,424 | -3.80% | |
| Archer Investment Management, Llc | 0.83% | 108,963 | $2,632,546 | $2,706,641 | +$74,095 | +2.81% | |
| Goldman Sachs Group Inc | 0.00% | 100,000 | $2,582,000 | $2,484,000 | -$98,000 | -3.80% | |
| Ferguson Wellman Capital Management, Inc | 0.03% | 103,116 | $2,491,283 | $2,561,401 | +$70,118 | +2.81% | |
| Cornerstone Advisors Asset Management, Llc | 0.32% | 95,092 | $2,455,275 | $2,362,085 | -$93,190 | -3.80% | |
| Osaic Holdings, Inc. | 0.00% | 85,248 | $2,201,194 | $2,117,560 | -$83,634 | -3.80% | |
| Vested Financial Planning, Llc | 1.45% | 85,980 | $2,077,277 | $2,135,743 | +$58,466 | +2.81% | |
| Janney Montgomery Scott Llc | 0.00% | 80,000 | $2,066,000 | $1,987,200 | -$78,800 | -3.81% | |
| Creative Planning | 0.00% | 84,518 | $2,041,955 | $2,099,427 | +$57,472 | +2.81% | |
| Donaldson Capital Management, Llc | 0.05% | 71,792 | $1,853,669 | $1,783,313 | -$70,356 | -3.80% | |
| O'Rourke & Company, Inc | 0.64% | 70,567 | $1,822,042 | $1,752,884 | -$69,158 | -3.80% | |
| Cgn Advisors Llc | 0.14% | 74,717 | $1,805,163 | $1,855,970 | +$50,807 | +2.81% | |
| Cetera Investment Advisers | 0.00% | 67,723 | $1,748,619 | $1,682,239 | -$66,380 | -3.80% | |
| Great Valley Advisor Group, Inc. | 0.03% | 65,957 | $1,703,006 | $1,638,372 | -$64,634 | -3.80% | |
| Creative Financial Designs Inc | 0.07% | 60,614 | $1,565,053 | $1,505,652 | -$59,401 | -3.80% | |
| Aqr Capital Management Llc | 0.00% | 57,515 | $1,485,037 | $1,428,673 | -$56,364 | -3.80% |
Frequently asked questions about SCMB
Who are the largest institutional holders of SCMB?
The largest institutional holders of SCMB reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Bank Of America Corp, Jones Financial Companies Lllp, Avidian Wealth Enterprises, Llc, and Fort Point Capital Partners Llc. InsiderSet ranks institutional holders by their latest reported SCMB position.
What is SCMB institutional ownership?
This page tracks SCMB positions reported by institutional investment managers through SEC Form 13F. SCHWAB MUNICIPAL BOND ETF (SCMB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCMB?
InsiderSet currently tracks 201 institutional managers reporting SCMB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCMB shareholders.
How much SCMB stock do institutions own?
Institutional investment managers disclosed approximately $3.04B in SCMB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCMB institutional ownership last updated?
The latest SCMB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCMB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCMB position after the reporting date.
Are institutions buying or selling SCMB?
Institutional buying and selling can be analyzed by comparing SCMB positions across consecutive 13F reporting periods. InsiderSet's SCMB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCMB ownership changes.
How has SCMB institutional ownership changed over time?
InsiderSet tracks SCMB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.