Schwab Municipal Bond ETFSCMBETF
13F holders, Q4 2025 (December 31)151holders +22
29new positions
13sold out
1famous investor
$25.76avg. 13F price*
At the end of Q4 2025, 151 institutions reported holding Schwab Municipal Bond ETF (SCMB) in their 13F filings, up 22 from Q3 2025. 29 opened new positions and 13 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.7B), Jones Financial Companies LLLP ($54.1M) and Avidian Wealth Enterprises, LLC ($38.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $8.2M |
| Exits | 13 | $13.8M |
All 13F filers, Q3 2025 → Q4 2025: 7,955,019 shares bought and 1,872,437 shares sold, net +6,082,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Charles Schwab Investment Management Inc. | 0.26% | Add +9.7% | 65,617,520 | $1.7B |
| Jones Financial Companies LLLP | 0.03% | Add +18.3% | 2,100,289 | $54.1M |
| Avidian Wealth Enterprises, LLC | 1.41% | Reduce -2.7% | 1,506,400 | $38.8M |
| Charles Schwab Trust Co | 1.55% | Add +14.2% | 916,075 | $23.6M |
| Pallas Capital Advisors LLC | 0.76% | Add +14.5% | 894,144 | $23.0M |
| Fort Point Capital Partners LLC | 2.39% | Add +5.9% | 762,050 | $19.8M |
| United Capital Financial Advisors, LLC | 0.10% | Add +13.5% | 646,753 | $16.7M |
| Bank of America Corp. | 0.00% | Add +5.4% | 635,726 | $16.4M |
| Wedmont Private Capital | 0.44% | Add +0.6% | 492,383 | $12.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +245.7% | 489,805 | $12.7M |
| CGN Advisors LLC | 0.60% | Add +8.3% | 294,181 | $7.6M |
| Rwa Wealth Partners, LLC | 0.07% | Add +21.3% | 241,215 | $6.2M |
| MML Investors Services, LLC | 0.01% | Add +9.1% | 208,318 | $5.4M |
| Beaird Harris Wealth Management, LLC | 0.36% | Reduce -2.9% | 204,462 | $5.3M |
| Perigon Wealth Management, LLC | 0.09% | Add +6.7% | 195,744 | $5.0M |
| Myecfo, LLC | 1.89% | Add +15.2% | 172,440 | $4.4M |
| Smith, Moore & Co. | 0.31% | Add +69.0% | 157,865 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +90.8% | 156,657 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +9.2% | 155,048 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -66.1% | 145,037 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -84.9% | 136,069 | $3.5M |
| Cornerstone Advisors Asset Management, LLC | 0.54% | Add +51.7% | 129,240 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +252.6% | 127,350 | $3.3M |
| Pure Portfolios Holdings LLC | 0.95% | Add +1.9% | 122,608 | $3.2M |
| Torrey Growth & Income Advisors | 1.01% | Reduce -36.4% | 112,292 | $2.9M |
| Manning & Napier Advisors LLC | 0.04% | Add +32.1% | 107,109 | $2.8M |
| Quantinno Capital Management LP | 0.01% | Add +4.2% | 95,645 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +32.7% | 83,724 | $2.2M |
| Investment Planning Advisors, Inc. | 0.62% | Add +19.6% | 82,331 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | No change | 80,000 | $2.1M |
| O'ROURKE & COMPANY, Inc | 0.74% | Add +3.0% | 73,970 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +36.9% | 73,406 | $1.9M |
| Donaldson Capital Management, LLC | 0.06% | No change | 71,792 | $1.8M |
| Breakwater Investment Management | 0.63% | Add +70.2% | 68,100 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +57.9% | 66,798 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +3.8% | 65,924 | $1.7M |
| Mariner, LLC | 0.00% | Add +298.9% | 64,208 | $1.7M |
| Ackerman Capital Advisors, LLC | 0.33% | Reduce -7.1% | 63,114 | $1.6M |
| Creative Financial Designs Inc. | 0.10% | Reduce -4.1% | 58,797 | $1.5M |
| AQR Capital Management | 0.00% | No change | 58,755 | $1.5M |
| TSA Wealth Managment LLC | 0.50% | Add +7.0% | 58,600 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +16.4% | 57,972 | $1.5M |
| Compass Financial Group, INC | 0.21% | Add +73.5% | 57,244 | $1.5M |
| Meridian Wealth Management, LLC | 0.05% | Add +2.5% | 53,168 | $1.4M |
| Columbus Macro, LLC | 0.15% | Add +23.9% | 53,076 | $1.4M |
| Core Wealth Advisors, LLC | 1.02% | — | 50,295 | $1.3M |
| Values Added Financial LLC | 0.54% | New | 49,293 | $1.3M |
| IFP Advisors, Inc | 0.03% | Add +240.5% | 43,603 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.3% | 43,240 | $1.1M |
| Francis Financial, Inc. | 0.22% | No change | 42,671 | $1.1M |
| Creative Planning | 0.00% | Reduce -31.8% | 42,565 | $1.1M |
| Northeast Financial Group, Inc. | 0.26% | Reduce -9.3% | 40,043 | $1.0M |
| Elequin Capital, LP | 0.14% | Reduce -39.8% | 35,552 | $916K |
| NewCorp Financial Services, Inc. | 0.80% | — | 35,138 | $905K |
| Legacy Wealth Management, LLC | 0.05% | No change | 35,068 | $903K |
| Stolz & Associates, PS | 0.70% | — | 35,065 | $903K |
| LPL Financial LLC | 0.00% | Add +1.1% | 34,676 | $893K |
| Family Capital Management, Inc. | 0.38% | Add +21.5% | 33,041 | $851K |
| Shared Vision Wealth Group LLC | 0.34% | No change | 32,000 | $828K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.9% | 31,282 | $806K |
| Meeder Advisory Services, Inc. | 0.03% | New | 31,160 | $803K |
| Summit Financial, LLC | 0.01% | New | 31,160 | $803K |
| Wescott Financial Advisory Group, LLC | 0.07% | New | 30,817 | $794K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.0% | 28,881 | $744K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -4.2% | 27,698 | $714K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +92.2% | 27,573 | $710K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +2.2% | 25,274 | $651K |
| Commonwealth Equity Services, LLC | 0.00% | Add +218.7% | 25,002 | $644K |
| MAI Capital Management | 0.00% | Add +0.3% | 24,944 | $643K |
| Blueprint Financial Advisors LLC | 0.10% | No change | 24,245 | $625K |
| Blueprint Investment Partners LLC | 0.07% | No change | 24,245 | $625K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 22,598 | $582K |
| Alteri Wealth LLC | 0.17% | Add +157.0% | 20,775 | $535K |
| Advyzon Investment Management, LLC | 0.06% | Add +3.6% | 20,764 | $535K |
| Clear Creek Financial Management, LLC | 0.04% | Add +3.2% | 20,764 | $535K |
| Berger Financial Group, Inc | 0.03% | Add +0.1% | 20,687 | $533K |
| Waverly Advisors, LLC | 0.00% | Add +17.2% | 20,402 | $526K |
| Altiora Financial Group, LLC | 0.09% | No change | 20,000 | $515K |
| CAP Partners, LLC | 0.29% | Add +20.1% | 19,581 | $504K |
| Gill Capital Partners, LLC | 0.15% | New | 19,351 | $498K |
| FF Advisors,LLC | 0.21% | No change | 17,981 | $463K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -0.2% | 17,599 | $453K |
| Asset Allocation Strategies LLC | 0.08% | Reduce -7.1% | 17,366 | $447K |
| Symmetry Partners, LLC | 0.03% | New | 17,274 | $445K |
| Golden Bell Financial Planning LLC | 0.37% | Add +10.6% | 17,162 | $442K |
| Unify Financial Advisors | 0.46% | — | 17,000 | $438K |
| Gleason Group, Inc. | 0.04% | Add +69.5% | 16,917 | $436K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.2% | 16,679 | $430K |
| Revisor Wealth Management LLC | 0.11% | New | 16,554 | $428K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.7% | 16,123 | $415K |
| Grant Street Asset Management, Inc. | 0.08% | Add +1.2% | 16,108 | $415K |
| Chapman Financial Group, LLC | 0.28% | Add +16.7% | 16,100 | $415K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -87.2% | 15,609 | $402K |
| Fiduciary Financial Group, LLC | 0.05% | Reduce -13.3% | 14,993 | $386K |
| Continuum Advisory, LLC | 0.04% | Add +1.1% | 14,922 | $384K |
| Gemmer Asset Management LLC | 0.03% | Add +2.3% | 14,284 | $368K |
| Nalls Sherbakoff Group, LLC | 0.26% | Add +38.5% | 13,971 | $360K |
| MSH Capital Advisors LLC | 0.08% | New | 13,876 | $357K |
| SageView Advisory Group, LLC | 0.01% | Add +23.7% | 13,371 | $344K |
| Burling Wealth Partners, LLC | 0.05% | Add +18.8% | 12,625 | $325K |
"% of holder's portfolio" is SCMB's weight in each manager's 13F, not the share of Schwab Municipal Bond ETF the manager owns.