Schwab Municipal Bond ETFSCMBETF
13F holders, Q4 2024 (December 31)85holders +17
18new positions
5sold out
1famous investor
$25.69avg. 13F price*
At the end of Q4 2024, 85 institutions reported holding Schwab Municipal Bond ETF (SCMB) in their 13F filings, up 17 from Q3 2024. 18 opened new positions and 5 sold out. The largest holders were Charles Schwab Investment Management Inc. ($29.9M), Charles Schwab Trust Co ($20.9M) and Fort Point Capital Partners LLC ($20.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $31.1M |
| Exits | 5 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,936,172 shares bought and 751,567 shares sold, net +1,184,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -8.9% | 1,164,822 | $29.9M |
| Charles Schwab Trust Co | 1.80% | Add +48.4% | 815,340 | $20.9M |
| Fort Point Capital Partners LLC | 2.29% | New | 796,024 | $20.4M |
| Pallas Capital Advisors LLC | 0.59% | Reduce -43.9% | 539,702 | $13.9M |
| Wedmont Private Capital | 0.67% | Add +0.4% | 496,568 | $12.7M |
| Bank of America Corp. | 0.00% | Add +47.8% | 440,154 | $11.3M |
| CGN Advisors LLC | 0.76% | Add +37.2% | 306,135 | $7.9M |
| Beaird Harris Wealth Management, LLC | 0.51% | Reduce -4.9% | 228,382 | $5.9M |
| Rwa Wealth Partners, LLC | 0.04% | Add +1.4% | 140,946 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +43.9% | 125,900 | $3.2M |
| Myecfo, LLC | 1.74% | Add +0.6% | 125,288 | $3.2M |
| Jane Street Group, LLC | 0.00% | Add +25.6% | 95,272 | $2.4M |
| O'ROURKE & COMPANY, Inc | 1.11% | Add +5.9% | 88,406 | $2.3M |
| VanderPol Investments L.L.C. | 4.50% | Reduce -3.1% | 80,182 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | New | 79,761 | $2.0M |
| Northeast Financial Group, Inc. | 0.64% | New | 65,185 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.9% | 63,591 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Add +107.6% | 58,104 | $1.5M |
| Columbus Macro, LLC | 0.20% | Add +83.4% | 56,848 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -0.9% | 56,071 | $1.4M |
| Stuart Investment Advisors, Inc. | 0.76% | New | 55,424 | $1.4M |
| Meridian Wealth Management, LLC | 0.07% | Add +246.7% | 55,245 | $1.4M |
| TrinityPoint Wealth, LLC | 0.17% | No change | 46,651 | $1.2M |
| Cornerstone Advisors Asset Management, LLC | 0.26% | Add +84.6% | 46,195 | $1.2M |
| Citadel Advisors | 0.00% | Add +6.3% | 42,917 | $1.1M |
| Donaldson Capital Management, LLC | 0.04% | Add +18.7% | 41,887 | $1.1M |
| Fiduciary Financial Group, LLC | 0.22% | New | 40,081 | $1.0M |
| SageView Advisory Group, LLC | 0.04% | New | 39,734 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -10.2% | 37,537 | $964K |
| Savvy Advisors, Inc. | 0.11% | No change | 34,268 | $880K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +12.9% | 33,425 | $858K |
| Resonant Capital Advisors, LLC | 0.06% | New | 32,697 | $840K |
| AdvisorNet Financial, Inc | 0.07% | Add +4.1% | 32,128 | $825K |
| Creative Financial Designs Inc. | 0.07% | Add +55.8% | 31,875 | $819K |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.7% | 29,378 | $754K |
| TSA Wealth Managment LLC | 0.30% | No change | 28,540 | $733K |
| BCO Wealth Management LLC | 0.60% | — | 28,101 | $722K |
| Flputnam Investment Management Co. | 0.01% | No change | 26,592 | $683K |
| Mercer Global Advisors Inc. | 0.00% | Add +11.5% | 25,720 | $660K |
| Berger Financial Group, Inc | 0.04% | No change | 24,560 | $631K |
| MAI Capital Management | 0.00% | New | 23,933 | $615K |
| Kestra Advisory Services, LLC | 0.00% | Add +27.7% | 23,715 | $609K |
| Family Capital Management, Inc. | 0.34% | Add +24.8% | 22,214 | $570K |
| Altiora Financial Group, LLC | 0.11% | No change | 20,000 | $514K |
| Compass Financial Group, INC | 0.09% | Add +79.5% | 19,493 | $501K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +0.8% | 17,790 | $457K |
| West Paces Advisors Inc. | 0.11% | New | 17,685 | $454K |
| VCI Wealth Management LLC | 0.19% | Reduce -1.6% | 17,684 | $454K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 17,368 | $446K |
| Osaic Holdings, Inc. | 0.00% | Add +18.4% | 16,704 | $429K |
| Root Financial Partners, LLC | 0.05% | New | 14,839 | $381K |
| Kades & Cheifetz LLC | 0.19% | Add +1.1% | 14,189 | $364K |
| Golden Bell Financial Planning LLC | 0.35% | — | 13,554 | $348K |
| Asset Allocation Strategies LLC | 0.08% | New | 12,499 | $320K |
| Bell Bank | 0.02% | New | 11,608 | $298K |
| CAP Partners, LLC | 0.21% | Add +15.7% | 11,488 | $295K |
| FF Advisors,LLC | 0.20% | Reduce -50.0% | 11,120 | $288K |
| Truist Financial Corp. | 0.00% | New | 5,275 | $275K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +9.3% | 9,948 | $256K |
| Thrivent Financial for Lutherans | 0.00% | No change | 9,794 | $253K |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 9,098 | $234K |
| LifeGoal Investments, LLC | 0.25% | — | 8,920 | $229K |
| CreativeOne Wealth, LLC | 0.01% | New | 8,216 | $211K |
| Mariner, LLC | 0.00% | No change | 8,200 | $211K |
| HighTower Advisors, LLC | 0.00% | No change | 8,009 | $206K |
| Element Wealth, LLC | 0.10% | No change | 7,350 | $189K |
| CIBC Private Wealth Group LLC | 0.00% | Add +100.0% | 6,000 | $154K |
| Chapman Financial Group, LLC | 0.12% | — | 5,800 | $149K |
| WealthShield Partners, LLC | 0.02% | No change | 5,724 | $147K |
| Avior Wealth Management, LLC | 0.01% | No change | 5,686 | $146K |
| IFP Advisors, Inc | 0.00% | No change | 3,290 | $84K |
| Capital Analysts, LLC | 0.00% | Add +64.2% | 2,791 | $72K |
| CVA Family Office, LLC | 0.01% | Add +0.8% | 2,475 | $64K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 1,006 | $26K |
| Continuum Advisory, LLC | 0.00% | Reduce -50.0% | 800 | $21K |
| EPG Wealth Management LLC | 0.01% | No change | 750 | $19K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 744 | $19K |
| Harbour Investments, Inc. | 0.00% | New | 504 | $13K |
| Cape Investment Advisory, Inc. | 0.01% | New | 504 | $13K |
| Red Tortoise LLC | 0.01% | Add +1.0% | 410 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -50.0% | 205 | $5K |
| AE Wealth Management LLC | 0.00% | New | 196 | $5K |
| UBS Group AG | 0.00% | New | 42 | $1K |
| Pflug Koory, LLC | 0.00% | No change | 12 | $314 |
| Morgan Stanley | 0.00% | No change | 2 | $59 |
"% of holder's portfolio" is SCMB's weight in each manager's 13F, not the share of Schwab Municipal Bond ETF the manager owns.