Schwab Municipal Bond ETFSCMBETF
13F holders, Q3 2024 (September 30)68holders +8
13new positions
7sold out
1famous investor
$47.55avg. 13F price*
At the end of Q3 2024, 68 institutions reported holding Schwab Municipal Bond ETF (SCMB) in their 13F filings, up 8 from Q2 2024. 13 opened new positions and 7 sold out. The largest holders were Charles Schwab Investment Management Inc. ($33.6M), Charles Schwab Trust Co ($14.4M) 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.6M |
| Exits | 7 | $11.6M |
All 13F filers, Q2 2024 → Q3 2024: 518,444 shares bought and 272,498 shares sold, net +245,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 639,567 | $33.6M |
| Charles Schwab Trust Co | 1.25% | Add +1.8% | 274,741 | $14.4M |
| Wedmont Private Capital | 0.74% | Reduce -0.7% | 247,189 | $12.9M |
| Pallas Capital Advisors LLC | 0.53% | Add +220.0% | 481,159 | $12.4M |
| Bank of America Corp. | 0.00% | Add +14.3% | 148,879 | $7.8M |
| Beaird Harris Wealth Management, LLC | 0.55% | No change | 120,091 | $6.3M |
| CGN Advisors LLC | 0.59% | Reduce -1.6% | 111,551 | $5.9M |
| Rwa Wealth Partners, LLC | 0.05% | Add +0.9% | 69,513 | $3.7M |
| Myecfo, LLC | 1.78% | Add +6.4% | 62,279 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +44.9% | 58,155 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.6% | 43,750 | $2.3M |
| O'ROURKE & COMPANY, Inc | 1.10% | Reduce -3.8% | 41,723 | $2.2M |
| VanderPol Investments L.L.C. | 4.84% | Reduce -0.5% | 41,382 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -43.8% | 37,916 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.6% | 31,507 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -2.1% | 28,289 | $1.5M |
| TrinityPoint Wealth, LLC | 0.18% | Reduce -0.1% | 23,342 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +3.5% | 20,888 | $1.1M |
| Citadel Advisors | 0.00% | Add +416.2% | 20,177 | $1.1M |
| Creative Planning | 0.00% | New | 19,067 | $1.0M |
| Donaldson Capital Management, LLC | 0.04% | Add +61.0% | 17,641 | $927K |
| Savvy Advisors, Inc. | 0.18% | No change | 17,134 | $900K |
| AdvisorNet Financial, Inc | 0.06% | Add +5.7% | 15,429 | $810K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +24.1% | 14,800 | $777K |
| TSA Wealth Managment LLC | 0.30% | Add +106.7% | 14,269 | $750K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -26.3% | 13,995 | $735K |
| Flputnam Investment Management Co. | 0.01% | No change | 13,296 | $698K |
| Cornerstone Advisors Asset Management, LLC | 0.15% | New | 12,512 | $657K |
| Berger Financial Group, Inc | 0.05% | No change | 12,280 | $645K |
| Creative Financial Designs Inc. | 0.05% | Add +27.7% | 10,230 | $537K |
| Altiora Financial Group, LLC | 0.12% | No change | 10,000 | $525K |
| Columbus Macro, LLC | 0.19% | Add +55.0% | 15,500 | $512K |
| Balboa Wealth Partners | 0.12% | Reduce -12.7% | 9,391 | $493K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.1% | 9,288 | $488K |
| VCI Wealth Management LLC | 0.21% | Reduce -1.3% | 8,986 | $472K |
| Family Capital Management, Inc. | 0.30% | Add +26.8% | 8,903 | $468K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +0.6% | 8,829 | $464K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 8,684 | $456K |
| Meridian Wealth Management, LLC | 0.02% | New | 7,967 | $419K |
| Osaic Holdings, Inc. | 0.00% | Add +63.9% | 7,051 | $370K |
| Kades & Cheifetz LLC | 0.21% | Add +0.8% | 7,020 | $369K |
| Maia Wealth LLC | 0.08% | Add +47.2% | 11,983 | $309K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,531 | $303K |
| FF Advisors,LLC | 0.19% | Add +100.0% | 11,120 | $289K |
| Compass Financial Group, INC | 0.06% | New | 5,430 | $285K |
| CAP Partners, LLC | 0.19% | Add +0.2% | 4,964 | $261K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,897 | $257K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.1% | 4,553 | $239K |
| MML Investors Services, LLC | 0.00% | Add +0.8% | 4,500 | $236K |
| Mariner, LLC | 0.00% | Reduce -36.9% | 4,100 | $215K |
| HighTower Advisors, LLC | 0.00% | New | 4,005 | $210K |
| Blackston Financial Advisory Group, LLC | 0.10% | New | 3,824 | $201K |
| Composition Wealth, LLC | 0.00% | New | 3,818 | $201K |
| Element Wealth, LLC | 0.10% | Add +64.1% | 3,675 | $193K |
| WealthShield Partners, LLC | 0.02% | No change | 2,862 | $150K |
| Avior Wealth Management, LLC | 0.01% | New | 2,843 | $149K |
| IFP Advisors, Inc | 0.00% | New | 1,645 | $86K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,500 | $79K |
| CVA Family Office, LLC | 0.01% | Add +0.6% | 1,228 | $65K |
| Capital Analysts, LLC | 0.00% | Add +24.4% | 850 | $45K |
| Larson Financial Group LLC | 0.00% | New | 501 | $26K |
| Continuum Advisory, LLC | 0.00% | Add +166.7% | 800 | $21K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 375 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +156.6% | 372 | $20K |
| Red Tortoise LLC | 0.01% | Add +1.0% | 203 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 205 | $5K |
| Pflug Koory, LLC | 0.00% | — | 6 | $321 |
| Morgan Stanley | 0.00% | New | 1 | $61 |
"% of holder's portfolio" is SCMB's weight in each manager's 13F, not the share of Schwab Municipal Bond ETF the manager owns.