Schwab Municipal Bond ETFSCMBETF
13F holders, Q3 2025 (September 30)129holders +19
25new positions
7sold out
2famous investors
$25.61avg. 13F price*
At the end of Q3 2025, 129 institutions reported holding Schwab Municipal Bond ETF (SCMB) in their 13F filings, up 19 from Q2 2025. 25 opened new positions and 7 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.5B), Jones Financial Companies LLLP ($45.4M) and Avidian Wealth Enterprises, LLC ($39.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $15.3M |
| Exits | 7 | $1.7M |
All 13F filers, Q2 2025 → Q3 2025: 11,261,392 shares bought and 2,295,651 shares sold, net +8,965,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Charles Schwab Investment Management Inc. | 0.24% | Add +13.6% | 59,824,230 | $1.5B |
| Jones Financial Companies LLLP | 0.03% | Reduce -39.8% | 1,774,854 | $45.4M |
| Avidian Wealth Enterprises, LLC | 1.49% | Add +1901.1% | 1,547,955 | $39.6M |
| JPMorgan Chase & Co. | 0.00% | Add +600.5% | 902,316 | $23.1M |
| Charles Schwab Trust Co | 1.39% | Add +9.4% | 802,133 | $20.5M |
| Pallas Capital Advisors LLC | 0.74% | Add +3.4% | 780,936 | $20.0M |
| Fort Point Capital Partners LLC | 2.34% | Reduce -42.0% | 719,477 | $18.4M |
| Bank of America Corp. | 0.00% | Add +32.8% | 602,985 | $15.4M |
| United Capital Financial Advisors, LLC | 0.10% | Add +23.3% | 569,983 | $14.6M |
| Wedmont Private Capital | 0.47% | Reduce -0.0% | 489,352 | $12.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +33.7% | 428,185 | $11.0M |
| CGN Advisors LLC | 0.57% | Add +31.1% | 271,661 | $7.0M |
| Jane Street Group, LLC | 0.01% | Reduce -51.0% | 256,035 | $6.6M |
| Beaird Harris Wealth Management, LLC | 0.38% | Add +0.7% | 210,662 | $5.4M |
| Old Mission Capital LLC | 0.19% | New | 210,281 | $5.4M |
| Rwa Wealth Partners, LLC | 0.06% | Add +101.3% | 198,918 | $5.1M |
| MML Investors Services, LLC | 0.01% | Add +144.2% | 190,933 | $4.9M |
| Perigon Wealth Management, LLC | 0.10% | Add +2.0% | 183,474 | $4.7M |
| Torrey Growth & Income Advisors | 1.33% | — | 176,462 | $4.5M |
| Myecfo, LLC | 1.74% | Add +3.1% | 149,700 | $3.8M |
| Natixis Advisors, LLC | 0.01% | Add +18.6% | 142,056 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.3% | 141,691 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 122,094 | $3.1M |
| Pure Portfolios Holdings LLC | 0.96% | Add +37.0% | 120,263 | $3.1M |
| Smith, Moore & Co. | 0.18% | Add +108.3% | 93,440 | $2.4M |
| Quantinno Capital Management LP | 0.01% | No change | 91,765 | $2.4M |
| Cornerstone Advisors Asset Management, LLC | 0.38% | No change | 85,203 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -37.2% | 82,117 | $2.1M |
| Manning & Napier Advisors LLC | 0.03% | New | 81,089 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +6.7% | 80,000 | $2.0M |
| Donaldson Capital Management, LLC | 0.06% | Add +71.4% | 71,792 | $1.8M |
| O'ROURKE & COMPANY, Inc | 0.77% | Reduce -5.6% | 71,785 | $1.8M |
| Investment Planning Advisors, Inc. | 0.55% | Add +10.9% | 68,816 | $1.8M |
| Ackerman Capital Advisors, LLC | 0.36% | Reduce -2.3% | 67,914 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +315.7% | 63,544 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +1344.6% | 63,101 | $1.6M |
| Creative Planning | 0.00% | Add +80.1% | 62,400 | $1.6M |
| Creative Financial Designs Inc. | 0.11% | Add +13.6% | 61,331 | $1.6M |
| Elequin Capital, LP | 0.13% | Reduce -41.0% | 59,020 | $1.5M |
| AQR Capital Management | 0.00% | No change | 58,755 | $1.5M |
| TSA Wealth Managment LLC | 0.48% | Add +3.8% | 54,744 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -3.4% | 53,619 | $1.4M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -9.6% | 51,865 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +11.5% | 49,798 | $1.3M |
| Northeast Financial Group, Inc. | 0.28% | Reduce -14.6% | 44,142 | $1.1M |
| Columbus Macro, LLC | 0.12% | Reduce -2.5% | 42,831 | $1.1M |
| Francis Financial, Inc. | 0.19% | No change | 42,671 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +23.5% | 42,298 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.5% | 40,688 | $1.0M |
| Breakwater Investment Management | 0.38% | Add +310.7% | 40,006 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2771.0% | 36,117 | $925K |
| Legacy Wealth Management, LLC | 0.05% | Add +2.6% | 35,068 | $898K |
| LPL Financial LLC | 0.00% | Add +174.1% | 34,304 | $879K |
| Compass Financial Group, INC | 0.13% | Add +43.2% | 32,993 | $845K |
| Shared Vision Wealth Group LLC | 0.35% | New | 32,000 | $829K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.8% | 30,690 | $786K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -10.1% | 28,898 | $740K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.6% | 27,517 | $705K |
| Family Capital Management, Inc. | 0.33% | Add +10.9% | 27,200 | $697K |
| VanderPol Investments L.L.C. | 1.26% | Reduce -70.2% | 24,975 | $647K |
| MAI Capital Management | 0.00% | Add +0.3% | 24,868 | $637K |
| Coastal Bridge Advisors, LLC | 0.05% | Reduce -47.6% | 24,726 | $633K |
| Blueprint Financial Advisors LLC | 0.13% | No change | 24,245 | $621K |
| Blueprint Investment Partners LLC | 0.09% | New | 24,245 | $621K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 22,598 | $579K |
| Berger Financial Group, Inc | 0.03% | Add +0.1% | 20,663 | $529K |
| Clear Creek Financial Management, LLC | 0.04% | New | 20,115 | $515K |
| Advyzon Investment Management, LLC | 0.09% | New | 20,040 | $513K |
| Altiora Financial Group, LLC | 0.09% | No change | 20,000 | $512K |
| HighTower Advisors, LLC | 0.00% | Add +87.5% | 18,905 | $484K |
| Asset Allocation Strategies LLC | 0.09% | Add +76.2% | 18,697 | $479K |
| FF Advisors,LLC | 0.22% | No change | 17,981 | $460K |
| Galvin, Gaustad & Stein, LLC | 0.04% | No change | 17,628 | $451K |
| Waverly Advisors, LLC | 0.00% | Reduce -4.4% | 17,402 | $446K |
| Fiduciary Financial Group, LLC | 0.07% | Add +34.6% | 17,283 | $443K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.9% | 16,486 | $422K |
| CAP Partners, LLC | 0.24% | Add +12.0% | 16,301 | $417K |
| Consolidated Portfolio Review Corp | 0.05% | New | 16,219 | $415K |
| Mariner, LLC | 0.00% | Add +96.3% | 16,095 | $412K |
| Grant Street Asset Management, Inc. | 0.09% | Add +0.9% | 15,920 | $408K |
| Golden Bell Financial Planning LLC | 0.35% | Add +0.4% | 15,513 | $397K |
| Continuum Advisory, LLC | 0.04% | Add +0.9% | 14,757 | $378K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -3.0% | 14,347 | $367K |
| Gemmer Asset Management LLC | 0.03% | Add +0.9% | 13,957 | $357K |
| Chapman Financial Group, LLC | 0.24% | Add +137.9% | 13,800 | $353K |
| IFP Advisors, Inc | 0.01% | Add +289.2% | 12,805 | $328K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +11.7% | 11,939 | $306K |
| Susquehanna International Group, LLP | 0.00% | New | 11,039 | $283K |
| Citadel Advisors | 0.00% | New | 10,974 | $281K |
| Harbour Investments, Inc. | 0.01% | Add +18.1% | 10,929 | $280K |
| SageView Advisory Group, LLC | 0.01% | Add +8.8% | 10,810 | $277K |
| Burling Wealth Partners, LLC | 0.05% | Add +23.2% | 10,625 | $272K |
| Canal Capital Management, LLC | 0.04% | Reduce -0.9% | 10,621 | $272K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 10,513 | $269K |
| Thrivent Financial for Lutherans | 0.00% | New | 10,374 | $266K |
| VCI Wealth Management LLC | 0.08% | Reduce -36.3% | 10,187 | $261K |
| Nalls Sherbakoff Group, LLC | 0.17% | Add +64.9% | 10,091 | $258K |
| Gleason Group, Inc. | 0.03% | New | 9,979 | $256K |
| Breakwater Capital Group | 0.04% | Add +13.6% | 9,307 | $238K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 9,243 | $237K |
"% of holder's portfolio" is SCMB's weight in each manager's 13F, not the share of Schwab Municipal Bond ETF the manager owns.