Schwab Municipal Bond ETFSCMBETF
13F holders, Q2 2025 (June 30)110holders +24
34new positions
11sold out
1famous investor
$25.18avg. 13F price*
At the end of Q2 2025, 110 institutions reported holding Schwab Municipal Bond ETF (SCMB) in their 13F filings, up 24 from Q1 2025. 34 opened new positions and 11 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.3B), Jones Financial Companies LLLP ($74.3M) and Fort Point Capital Partners LLC ($31.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab Municipal Bond ETF
- CUSIP
- 808524649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $23.9M |
| Exits | 11 | $11.8M |
All 13F filers, Q1 2025 → Q2 2025: 54,900,395 shares bought and 717,492 shares sold, net +54,182,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Charles Schwab Investment Management Inc. | 0.23% | Add +4409.7% | 52,643,707 | $1.3B |
| Jones Financial Companies LLLP | 0.06% | Add +14.4% | 2,950,244 | $74.3M |
| Fort Point Capital Partners LLC | 3.13% | Add +90.2% | 1,241,508 | $31.3M |
| Pallas Capital Advisors LLC | 0.72% | Add +12.9% | 755,515 | $19.0M |
| Charles Schwab Trust Co | 1.39% | Add +38.7% | 733,104 | $18.5M |
| Jane Street Group, LLC | 0.02% | Add +143.5% | 522,022 | $13.1M |
| Wedmont Private Capital | 0.52% | Reduce -14.8% | 489,484 | $12.3M |
| United Capital Financial Advisors, LLC | 0.09% | Add +164.9% | 462,276 | $11.6M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 453,989 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +44.8% | 320,242 | $8.1M |
| Beaird Harris Wealth Management, LLC | 0.41% | Reduce -1.3% | 209,152 | $5.3M |
| CGN Advisors LLC | 0.47% | Reduce -11.5% | 207,164 | $5.2M |
| Perigon Wealth Management, LLC | 0.11% | Add +8.9% | 179,898 | $4.5M |
| Myecfo, LLC | 1.79% | Add +9.3% | 145,160 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +136.1% | 134,584 | $3.4M |
| Royal Bank of Canada | 0.00% | New | 130,722 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +165.5% | 128,813 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +333.5% | 119,749 | $3.0M |
| Elequin Capital, LP | 0.81% | New | 100,000 | $2.5M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -28.0% | 98,812 | $2.5M |
| Quantinno Capital Management LP | 0.01% | New | 91,765 | $2.3M |
| Pure Portfolios Holdings LLC | 0.75% | Add +481.7% | 87,748 | $2.2M |
| Cornerstone Advisors Asset Management, LLC | 0.41% | Add +5.0% | 85,203 | $2.1M |
| VanderPol Investments L.L.C. | 4.43% | Reduce -3.0% | 83,785 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +97.7% | 78,195 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.08% | New | 77,355 | $1.9M |
| O'ROURKE & COMPANY, Inc | 0.89% | Reduce -14.1% | 76,021 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +15.4% | 75,000 | $1.9M |
| Ackerman Capital Advisors, LLC | 0.41% | New | 69,482 | $1.7M |
| Investment Planning Advisors, Inc. | 0.55% | Add +11.8% | 62,039 | $1.6M |
| AQR Capital Management | 0.00% | New | 58,755 | $1.5M |
| Meridian Wealth Management, LLC | 0.06% | Add +0.1% | 57,392 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +43.4% | 55,477 | $1.4M |
| Creative Financial Designs Inc. | 0.10% | Reduce -6.1% | 53,969 | $1.4M |
| TSA Wealth Managment LLC | 0.49% | Add +85.7% | 52,747 | $1.3M |
| Northeast Financial Group, Inc. | 0.41% | Add +34.1% | 51,676 | $1.3M |
| Coastal Bridge Advisors, LLC | 0.10% | New | 47,202 | $1.2M |
| Smith, Moore & Co. | 0.09% | New | 44,860 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -24.2% | 44,660 | $1.1M |
| Columbus Macro, LLC | 0.14% | Reduce -26.8% | 43,946 | $1.1M |
| Francis Financial, Inc. | 0.25% | New | 42,671 | $1.1M |
| Donaldson Capital Management, LLC | 0.04% | No change | 41,887 | $1.1M |
| Resonant Capital Advisors, LLC | 0.07% | Add +13.4% | 41,046 | $1.0M |
| Creative Planning | 0.00% | Reduce -2.5% | 34,647 | $872K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.9% | 34,249 | $862K |
| Legacy Wealth Management, LLC | 0.05% | Add +182.3% | 34,193 | $861K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 33,205 | $836K |
| AdvisorNet Financial, Inc | 0.05% | No change | 32,128 | $809K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.4% | 31,904 | $803K |
| Corient Private Wealth LP | 0.00% | New | 26,426 | $665K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 25,812 | $650K |
| MAI Capital Management | 0.00% | Add +1.7% | 24,802 | $625K |
| Family Capital Management, Inc. | 0.32% | Add +5.5% | 24,527 | $618K |
| Blueprint Financial Advisors LLC | 0.20% | New | 24,245 | $610K |
| Compass Financial Group, INC | 0.10% | Add +2.4% | 23,036 | $580K |
| Root Financial Partners, LLC | 0.06% | No change | 22,672 | $571K |
| Peapack Gladstone Financial Corp. | 0.01% | New | 22,598 | $569K |
| Berger Financial Group, Inc | 0.03% | Reduce -15.9% | 20,644 | $520K |
| Altiora Financial Group, LLC | 0.10% | No change | 20,000 | $504K |
| Vestia Personal Wealth Advisors | 0.32% | New | 18,728 | $472K |
| Waverly Advisors, LLC | 0.01% | New | 18,202 | $458K |
| FF Advisors,LLC | 0.23% | No change | 17,981 | $453K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +3.8% | 17,628 | $444K |
| CreativeOne Wealth, LLC | 0.01% | Add +33.4% | 16,337 | $411K |
| VCI Wealth Management LLC | 0.14% | Add +3.3% | 15,982 | $402K |
| Grant Street Asset Management, Inc. | 0.09% | Add +0.7% | 15,776 | $397K |
| Golden Bell Financial Planning LLC | 0.37% | Add +12.3% | 15,455 | $389K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 15,285 | $385K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -19.9% | 14,791 | $372K |
| Continuum Advisory, LLC | 0.04% | Add +1728.9% | 14,631 | $368K |
| CAP Partners, LLC | 0.23% | Add +8.2% | 14,554 | $366K |
| Gemmer Asset Management LLC | 0.03% | Add +33.8% | 13,831 | $348K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -37.6% | 12,844 | $323K |
| LPL Financial LLC | 0.00% | New | 12,516 | $315K |
| Commonwealth Equity Services, LLC | 0.00% | New | 12,108 | $305K |
| Canal Capital Management, LLC | 0.04% | New | 10,723 | $270K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,689 | $269K |
| Asset Allocation Strategies LLC | 0.06% | Reduce -4.7% | 10,609 | $267K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +5.6% | 10,513 | $265K |
| HighTower Advisors, LLC | 0.00% | New | 10,083 | $254K |
| SageView Advisory Group, LLC | 0.01% | New | 9,940 | $248K |
| Breakwater Investment Management | 0.09% | New | 9,740 | $245K |
| Harbour Investments, Inc. | 0.01% | Add +101.5% | 9,252 | $233K |
| Heartwood Wealth Advisors LLC | 0.02% | New | 9,243 | $233K |
| Burling Wealth Partners, LLC | 0.04% | New | 8,625 | $217K |
| Flputnam Investment Management Co. | 0.00% | Reduce -68.7% | 8,329 | $210K |
| Mariner, LLC | 0.00% | No change | 8,200 | $206K |
| Breakwater Capital Group | 0.03% | New | 8,194 | $206K |
| Howe & Rusling Inc. | 0.02% | New | 8,174 | $206K |
| West Paces Advisors Inc. | 0.04% | Reduce -37.4% | 6,615 | $167K |
| Nalls Sherbakoff Group, LLC | 0.11% | New | 6,119 | $154K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 6,000 | $151K |
| Chapman Financial Group, LLC | 0.12% | — | 5,800 | $146K |
| WealthShield Partners, LLC | 0.02% | No change | 5,724 | $144K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,530 | $139K |
| Raymond James Financial Inc. | 0.00% | New | 4,368 | $110K |
| Capital Analysts, LLC | 0.00% | Add +38.8% | 3,874 | $98K |
| Larson Financial Group LLC | 0.00% | Add +277.9% | 3,809 | $96K |
| IFP Advisors, Inc | 0.00% | No change | 3,290 | $83K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,258 | $32K |
| Assetmark, Inc. | 0.00% | New | 738 | $19K |
| CVA Family Office, LLC | 0.00% | Reduce -71.8% | 700 | $18K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 700 | $18K |
| AE Wealth Management LLC | 0.00% | Reduce -30.7% | 672 | $17K |
| Cape Investment Advisory, Inc. | 0.00% | Add +0.6% | 510 | $13K |
| Red Tortoise LLC | 0.00% | Reduce -8.5% | 377 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 205 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 12 | $312 |
| Morgan Stanley | 0.00% | New | 1 | $34 |
| Wells Fargo & Company | 0.00% | New | 1 | $13 |
"% of holder's portfolio" is SCMB's weight in each manager's 13F, not the share of Schwab Municipal Bond ETF the manager owns.