Schwab Municipal Bond ETFSCMBETF
13F holders, Q2 2024 (June 30)60holders +12
15new positions
1sold out
1famous investor
$51.47avg. 13F price*
At the end of Q2 2024, 60 institutions reported holding Schwab Municipal Bond ETF (SCMB) in their 13F filings, up 12 from Q1 2024. 15 opened new positions and 1 sold out. The largest holders were Charles Schwab Investment Management Inc. ($32.9M), Charles Schwab Trust Co ($13.9M) and Wedmont Private Capital ($12.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Municipal Bond ETF
- CUSIP
- 808524649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.0M |
| Exits | 1 | $391K |
All 13F filers, Q1 2024 → Q2 2024: 424,928 shares bought and 56,956 shares sold, net +367,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 640,992 | $32.9M |
| Charles Schwab Trust Co | 1.28% | Reduce -2.6% | 270,020 | $13.9M |
| Wedmont Private Capital | 0.81% | Add +0.7% | 248,979 | $12.9M |
| Susquehanna International Group, LLP | 0.02% | Add +578.0% | 186,259 | $9.6M |
| Pallas Capital Advisors LLC | 0.35% | Add +6.7% | 150,361 | $7.8M |
| Bank of America Corp. | 0.00% | Add +12.8% | 130,232 | $6.7M |
| Beaird Harris Wealth Management, LLC | 0.58% | No change | 120,091 | $6.2M |
| CGN Advisors LLC | 0.68% | Add +32.5% | 113,423 | $5.8M |
| Rwa Wealth Partners, LLC | 0.05% | Add +0.9% | 68,858 | $3.5M |
| Jane Street Group, LLC | 0.00% | Add +194.3% | 67,492 | $3.5M |
| Myecfo, LLC | 1.73% | Reduce -32.4% | 58,520 | $3.0M |
| O'ROURKE & COMPANY, Inc | 1.26% | Reduce -2.7% | 43,384 | $2.2M |
| VanderPol Investments L.L.C. | 6.49% | Reduce -1.3% | 41,596 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +881.7% | 40,141 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.6% | 38,840 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +40.8% | 29,837 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -20.6% | 28,903 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 28,570 | $1.5M |
| TrinityPoint Wealth, LLC | 0.19% | Reduce -6.4% | 23,368 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +1.0% | 20,188 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | New | 18,995 | $976K |
| Savvy Advisors, Inc. | 0.29% | New | 17,134 | $881K |
| AdvisorNet Financial, Inc | 0.07% | Reduce -13.5% | 14,604 | $751K |
| Flputnam Investment Management Co. | 0.01% | New | 13,296 | $683K |
| Berger Financial Group, Inc | 0.05% | Reduce -1.6% | 12,280 | $631K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +160.7% | 11,925 | $613K |
| Donaldson Capital Management, LLC | 0.02% | New | 10,956 | $563K |
| Balboa Wealth Partners | 0.15% | Add +0.8% | 10,761 | $553K |
| Columbus Macro, LLC | 0.20% | Reduce -1.8% | 10,001 | $515K |
| Altiora Financial Group, LLC | 0.12% | No change | 10,000 | $514K |
| VCI Wealth Management LLC | 0.23% | Add +33.9% | 9,108 | $468K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +30.2% | 8,779 | $451K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.3% | 8,684 | $446K |
| Maia Wealth LLC | 0.13% | — | 8,140 | $422K |
| Creative Financial Designs Inc. | 0.04% | No change | 8,011 | $412K |
| Kestra Advisory Services, LLC | 0.00% | Add +46.4% | 8,000 | $411K |
| Acorn Wealth Advisors, LLC | 0.18% | New | 7,102 | $365K |
| Family Capital Management, Inc. | 0.25% | Add +16.6% | 7,023 | $361K |
| Kades & Cheifetz LLC | 0.23% | Add +0.8% | 6,962 | $358K |
| TSA Wealth Managment LLC | 0.15% | New | 6,903 | $355K |
| Mariner, LLC | 0.00% | No change | 6,500 | $334K |
| FF Advisors,LLC | 0.20% | No change | 5,560 | $286K |
| CAP Partners, LLC | 0.21% | New | 4,955 | $255K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,897 | $252K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 4,550 | $234K |
| MML Investors Services, LLC | 0.00% | New | 4,463 | $229K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.6% | 4,303 | $221K |
| Citadel Advisors | 0.00% | New | 3,909 | $201K |
| WealthShield Partners, LLC | 0.02% | No change | 2,862 | $147K |
| Element Wealth, LLC | 0.06% | No change | 2,240 | $115K |
| UBS Group AG | 0.00% | New | 1,853 | $95K |
| RFP Financial Group LLC | 0.03% | New | 1,685 | $87K |
| CVA Family Office, LLC | 0.01% | Add +0.6% | 1,221 | $63K |
| Capital Analysts, LLC | 0.00% | Add +55.9% | 683 | $35K |
| Great Lakes Retirement, Inc. | 0.00% | New | 680 | $35K |
| Continuum Advisory, LLC | 0.00% | No change | 300 | $15K |
| Glassman Wealth Services | 0.00% | New | 279 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 205 | $11K |
| Red Tortoise LLC | 0.01% | New | 201 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +16.0% | 145 | $7K |
"% of holder's portfolio" is SCMB's weight in each manager's 13F, not the share of Schwab Municipal Bond ETF the manager owns.