Schwab Municipal Bond ETFSCMBETF
13F holders, Q1 2024 (March 31)48holders
$52.00avg. 13F price*
At the end of Q1 2024, 48 institutions reported holding Schwab Municipal Bond ETF (SCMB) in their 13F filings. The largest holders were Charles Schwab Investment Management Inc. ($33.2M), Charles Schwab Trust Co ($14.4M) and Wedmont Private Capital ($12.8M).
- Company
- Schwab Municipal Bond ETF
- CUSIP
- 808524649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.7M |
| Exits | 11 | $6.1M |
Ownership 48 holders
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.5% | 637,453 | $33.2M |
| Charles Schwab Trust Co | 1.37% | Add +122.2% | 277,203 | $14.4M |
| Wedmont Private Capital | 0.93% | Add +0.3% | 247,221 | $12.8M |
| Pallas Capital Advisors LLC | 0.31% | Add +11.7% | 140,947 | $7.3M |
| Beaird Harris Wealth Management, LLC | 0.61% | No change | 120,091 | $6.3M |
| Bank of America Corp. | 0.00% | Add +7.1% | 115,499 | $6.0M |
| Myecfo, LLC | 2.64% | Reduce -5.8% | 86,500 | $4.5M |
| CGN Advisors LLC | 0.57% | New | 85,637 | $4.5M |
| Rwa Wealth Partners, LLC | 0.05% | Add +4.9% | 68,258 | $3.6M |
| O'ROURKE & COMPANY, Inc | 1.35% | Add +3.8% | 44,568 | $2.3M |
| VanderPol Investments L.L.C. | 6.29% | New | 42,147 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +92.3% | 36,404 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 32,758 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | New | 28,400 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 27,473 | $1.4M |
| TrinityPoint Wealth, LLC | 0.21% | Add +1.3% | 24,955 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -2.0% | 22,931 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +390.5% | 21,190 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -45.2% | 19,994 | $1.0M |
| AdvisorNet Financial, Inc | 0.08% | Add +6.3% | 16,879 | $879K |
| Berger Financial Group, Inc | 0.05% | New | 12,474 | $649K |
| Balboa Wealth Partners | 0.18% | Add +0.6% | 10,670 | $555K |
| Columbus Macro, LLC | 0.20% | Reduce -0.8% | 10,186 | $530K |
| Altiora Financial Group, LLC | 0.14% | No change | 10,000 | $521K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -55.0% | 8,711 | $453K |
| Creative Financial Designs Inc. | 0.04% | Add +39.4% | 8,011 | $417K |
| Gleason Group, Inc. | 0.08% | No change | 7,508 | $391K |
| Kades & Cheifetz LLC | 0.23% | Add +0.6% | 6,903 | $359K |
| VCI Wealth Management LLC | 0.24% | Reduce -4.8% | 6,804 | $354K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +0.3% | 6,744 | $351K |
| Mariner, LLC | 0.00% | No change | 6,500 | $338K |
| Family Capital Management, Inc. | 0.22% | New | 6,023 | $313K |
| FF Advisors,LLC | 0.20% | Reduce -8.6% | 5,560 | $289K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 5,466 | $285K |
| Thrivent Financial for Lutherans | 0.00% | Add +23.6% | 4,897 | $255K |
| Osaic Holdings, Inc. | 0.00% | Add +16.7% | 4,709 | $245K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -44.0% | 4,575 | $227K |
| JPMorgan Chase & Co. | 0.00% | Add +103.3% | 4,089 | $213K |
| WealthShield Partners, LLC | 0.02% | New | 2,862 | $149K |
| Element Wealth, LLC | 0.07% | No change | 2,240 | $117K |
| CVA Family Office, LLC | 0.01% | Add +0.4% | 1,214 | $63K |
| Capital Analysts, LLC | 0.00% | New | 438 | $23K |
| EPG Wealth Management LLC | 0.00% | No change | 375 | $20K |
| Continuum Advisory, LLC | 0.00% | New | 300 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 205 | $11K |
| Retirement Group, LLC | 0.00% | New | 141 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 125 | $7K |
| Pflug Koory, LLC | 0.00% | New | 6 | $312 |
"% of holder's portfolio" is SCMB's weight in each manager's 13F, not the share of Schwab Municipal Bond ETF the manager owns.