Schwab Municipal Bond ETFSCMBETF
13F holders, Q1 2025 (March 31)86holders +1
15new positions
12sold out
1famous investor
$25.32avg. 13F price*
At the end of Q1 2025, 86 institutions reported holding Schwab Municipal Bond ETF (SCMB) in their 13F filings, up 1 from Q4 2024. 15 opened new positions and 12 sold out. The largest holders were Jones Financial Companies LLLP ($65.4M), Charles Schwab Investment Management Inc. ($29.6M) and Pallas Capital Advisors LLC ($17.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $13.3M |
| Exits | 12 | $4.5M |
All 13F filers, Q4 2024 → Q1 2025: 3,777,669 shares bought and 780,941 shares sold, net +2,996,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Jones Financial Companies LLLP | 0.06% | Add +3133.3% | 2,578,897 | $65.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.2% | 1,167,351 | $29.6M |
| Pallas Capital Advisors LLC | 0.71% | Add +24.0% | 669,251 | $17.0M |
| Fort Point Capital Partners LLC | 1.85% | Reduce -18.0% | 652,695 | $16.6M |
| Wedmont Private Capital | 0.73% | Add +15.7% | 574,349 | $14.2M |
| Charles Schwab Trust Co | 1.12% | Reduce -35.2% | 528,439 | $13.4M |
| Bank of America Corp. | 0.00% | Add +4.3% | 459,237 | $11.7M |
| Rochester Wealth Strategies, LLC | 4.98% | — | 247,319 | $6.3M |
| CGN Advisors LLC | 0.58% | Reduce -23.6% | 234,053 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +75.6% | 221,109 | $5.6M |
| Jane Street Group, LLC | 0.01% | Add +125.0% | 214,377 | $5.4M |
| Beaird Harris Wealth Management, LLC | 0.46% | Reduce -7.3% | 211,802 | $5.4M |
| United Capital Financial Advisors, LLC | 0.04% | Add +200.3% | 174,487 | $4.4M |
| Perigon Wealth Management, LLC | 0.11% | New | 165,158 | $4.2M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -2.7% | 137,197 | $3.5M |
| Myecfo, LLC | 1.78% | Add +6.0% | 132,760 | $3.4M |
| O'ROURKE & COMPANY, Inc | 1.11% | Add +0.1% | 88,493 | $2.2M |
| VanderPol Investments L.L.C. | 4.63% | Add +7.8% | 86,399 | $2.2M |
| Cornerstone Advisors Asset Management, LLC | 0.42% | Add +75.6% | 81,119 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | New | 65,000 | $1.6M |
| Columbus Macro, LLC | 0.20% | Add +5.6% | 60,026 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +5.1% | 58,918 | $1.5M |
| Creative Financial Designs Inc. | 0.12% | Add +80.4% | 57,492 | $1.5M |
| Meridian Wealth Management, LLC | 0.07% | Add +3.8% | 57,335 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.3% | 57,010 | $1.4M |
| Investment Planning Advisors, Inc. | 0.57% | New | 55,467 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 49,182 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +65.1% | 48,510 | $1.2M |
| Trinity Financial Advisors LLC | 0.39% | New | 42,319 | $1.1M |
| Donaldson Capital Management, LLC | 0.04% | No change | 41,887 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +334.7% | 39,548 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +132.8% | 38,893 | $987K |
| Captrust Financial Advisors | 0.00% | Add +3.1% | 38,699 | $982K |
| Northeast Financial Group, Inc. | 0.36% | Reduce -40.9% | 38,540 | $978K |
| Resonant Capital Advisors, LLC | 0.06% | Add +10.7% | 36,207 | $919K |
| Creative Planning | 0.00% | New | 35,550 | $902K |
| Savvy Advisors, Inc. | 0.09% | No change | 34,268 | $869K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +2.0% | 34,100 | $865K |
| AdvisorNet Financial, Inc | 0.06% | No change | 32,128 | $815K |
| Kestra Advisory Services, LLC | 0.00% | Add +25.3% | 29,702 | $754K |
| TSA Wealth Managment LLC | 0.29% | Reduce -0.5% | 28,405 | $721K |
| Natixis Advisors, LLC | 0.00% | New | 27,622 | $701K |
| Flputnam Investment Management Co. | 0.01% | No change | 26,592 | $675K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 25,763 | $654K |
| Susquehanna International Group, LLP | 0.00% | New | 25,434 | $645K |
| Berger Financial Group, Inc | 0.04% | No change | 24,560 | $623K |
| MAI Capital Management | 0.00% | Add +1.9% | 24,391 | $619K |
| Family Capital Management, Inc. | 0.36% | Add +4.7% | 23,248 | $590K |
| Root Financial Partners, LLC | 0.06% | Add +52.8% | 22,672 | $575K |
| Compass Financial Group, INC | 0.11% | Add +15.4% | 22,497 | $571K |
| Citadel Advisors | 0.00% | Reduce -52.0% | 20,622 | $523K |
| Fiduciary Financial Group, LLC | 0.11% | Reduce -48.7% | 20,578 | $510K |
| Altiora Financial Group, LLC | 0.11% | No change | 20,000 | $507K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.3% | 18,462 | $468K |
| FF Advisors,LLC | 0.26% | Add +61.7% | 17,981 | $452K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -4.5% | 16,990 | $431K |
| Grant Street Asset Management, Inc. | 0.10% | New | 15,665 | $397K |
| VCI Wealth Management LLC | 0.16% | Reduce -12.5% | 15,477 | $393K |
| Pure Portfolios Holdings LLC | 0.14% | New | 15,085 | $383K |
| Golden Bell Financial Planning LLC | 0.34% | Add +1.5% | 13,761 | $349K |
| CAP Partners, LLC | 0.25% | Add +17.1% | 13,453 | $341K |
| CreativeOne Wealth, LLC | 0.01% | Add +49.1% | 12,251 | $311K |
| Legacy Wealth Management, LLC | 0.02% | New | 12,110 | $307K |
| Asset Allocation Strategies LLC | 0.07% | Reduce -11.0% | 11,126 | $282K |
| West Paces Advisors Inc. | 0.06% | Reduce -40.3% | 10,565 | $268K |
| Gemmer Asset Management LLC | 0.03% | New | 10,340 | $262K |
| Thrivent Financial for Lutherans | 0.00% | No change | 9,794 | $253K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +0.0% | 9,952 | $250K |
| Mariner, LLC | 0.00% | No change | 8,200 | $208K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 6,000 | $149K |
| WealthShield Partners, LLC | 0.02% | No change | 5,724 | $145K |
| Harbour Investments, Inc. | 0.00% | Add +811.1% | 4,592 | $116K |
| IFP Advisors, Inc | 0.00% | No change | 3,290 | $83K |
| Capital Analysts, LLC | 0.00% | No change | 2,791 | $71K |
| CVA Family Office, LLC | 0.01% | Add +0.4% | 2,485 | $63K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,258 | $32K |
| Allworth Financial LP | 0.00% | New | 1,150 | $29K |
| Larson Financial Group LLC | 0.00% | Add +0.2% | 1,008 | $26K |
| AE Wealth Management LLC | 0.00% | Add +394.9% | 970 | $25K |
| Continuum Advisory, LLC | 0.00% | No change | 800 | $20K |
| Anchor Investment Management, LLC | 0.00% | New | 600 | $15K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.6% | 507 | $13K |
| Red Tortoise LLC | 0.01% | Add +0.5% | 412 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 205 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 12 | $312 |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -99.5% | 4 | $101 |
"% of holder's portfolio" is SCMB's weight in each manager's 13F, not the share of Schwab Municipal Bond ETF the manager owns.