Schwab Municipal Bond ETFSCMBETF
13F holders, Q1 2026 (March 31)169holders +18
32new positions
14sold out
3famous investors
$25.48avg. 13F price*
At the end of Q1 2026, 169 institutions reported holding Schwab Municipal Bond ETF (SCMB) in their 13F filings, up 18 from Q4 2025. 32 opened new positions and 14 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.7B), Bank of America Corp. ($559.5M) and Jones Financial Companies LLLP ($75.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $48.5M |
| Exits | 14 | $5.8M |
All 13F filers, Q4 2025 → Q1 2026: 27,186,754 shares bought and 720,249 shares sold, net +26,466,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| Charles Schwab Investment Management Inc. | 0.26% | Add +1.1% | 66,306,294 | $1.7B |
| Bank of America Corp. | 0.04% | Add +3354.2% | 21,959,386 | $559.5M |
| Jones Financial Companies LLLP | 0.04% | Add +41.6% | 2,975,051 | $75.4M |
| Avidian Wealth Enterprises, LLC | 1.21% | Reduce -0.6% | 1,497,325 | $38.2M |
| Charles Schwab Trust Co | 1.57% | Add +3.6% | 949,511 | $24.2M |
| Jane Street Group, LLC | 0.02% | New | 868,526 | $22.1M |
| Pallas Capital Advisors LLC | 0.81% | Reduce -5.5% | 845,235 | $21.5M |
| United Capital Financial Advisors, LLC | 0.12% | Add +20.6% | 779,851 | $19.9M |
| Creative Planning | 0.01% | Add +1659.3% | 748,838 | $19.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +400.8% | 726,386 | $18.5M |
| Fort Point Capital Partners LLC | 2.35% | Reduce -7.6% | 703,844 | $17.9M |
| Wedmont Private Capital | 0.41% | Add +0.4% | 494,149 | $12.7M |
| Old Mission Capital LLC | 0.24% | New | 396,938 | $10.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -33.0% | 328,202 | $8.4M |
| Quantinno Capital Management LP | 0.01% | Add +214.3% | 300,660 | $7.7M |
| MML Investors Services, LLC | 0.02% | Add +35.1% | 281,415 | $7.2M |
| CGN Advisors LLC | 0.55% | Reduce -7.4% | 272,356 | $6.9M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -0.3% | 240,465 | $6.1M |
| Smith, Moore & Co. | 0.44% | Add +48.6% | 234,570 | $6.0M |
| Perigon Wealth Management, LLC | 0.10% | Add +8.2% | 211,797 | $5.4M |
| Natixis Advisors, LLC | 0.01% | Add +24.2% | 192,557 | $4.9M |
| Beaird Harris Wealth Management, LLC | 0.33% | Reduce -5.9% | 192,462 | $4.9M |
| Ferguson Wellman Capital Management, Inc. | 0.06% | New | 178,654 | $4.6M |
| Myecfo, LLC | 1.88% | Add +2.2% | 176,180 | $4.5M |
| Waverly Advisors, LLC | 0.03% | Add +606.5% | 144,146 | $3.7M |
| Cornerstone Advisors Asset Management, LLC | 0.56% | Add +9.7% | 141,725 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 138,466 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.7% | 135,920 | $3.5M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +1965.2% | 133,724 | $3.4M |
| Manning & Napier Advisors LLC | 0.04% | Add +9.3% | 117,071 | $3.0M |
| Torrey Growth & Income Advisors | 1.11% | Reduce -7.7% | 103,690 | $2.6M |
| Investment Planning Advisors, Inc. | 0.64% | Add +10.4% | 90,923 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +5.5% | 88,346 | $2.3M |
| Captrust Financial Advisors | 0.00% | Add +10.3% | 80,965 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | No change | 80,000 | $2.0M |
| Breakwater Investment Management | 0.70% | Add +7.9% | 73,509 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 72,707 | $1.9M |
| Donaldson Capital Management, LLC | 0.06% | No change | 71,792 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +16.6% | 67,599 | $1.7M |
| O'ROURKE & COMPANY, Inc | 0.67% | Reduce -9.9% | 66,658 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | No change | 65,924 | $1.7M |
| TSA Wealth Managment LLC | 0.54% | Add +11.4% | 65,287 | $1.7M |
| AQR Capital Management | 0.00% | Add +10.8% | 65,112 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -1.6% | 63,168 | $1.6M |
| Compass Financial Group, INC | 0.22% | Add +7.1% | 61,324 | $1.6M |
| Creative Financial Designs Inc. | 0.09% | Add +3.1% | 60,614 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | New | 57,941 | $1.5M |
| Shared Vision Wealth Group LLC | 0.60% | Add +79.0% | 57,291 | $1.5M |
| Ackerman Capital Advisors, LLC | 0.28% | Reduce -14.2% | 54,129 | $1.4M |
| Meridian Wealth Management, LLC | 0.05% | Add +1.2% | 53,801 | $1.4M |
| IFP Advisors, Inc | 0.03% | Add +22.5% | 53,429 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.6% | 53,053 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -67.2% | 51,418 | $1.3M |
| Core Wealth Advisors, LLC | 0.99% | No change | 50,295 | $1.3M |
| Choreo, LLC | 0.02% | New | 50,055 | $1.3M |
| Columbus Macro, LLC | 0.13% | Reduce -10.2% | 47,668 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +83.5% | 45,880 | $1.2M |
| Francis Financial, Inc. | 0.20% | No change | 42,671 | $1.1M |
| LPL Financial LLC | 0.00% | Add +22.1% | 42,352 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.3% | 40,100 | $1.0M |
| Renaissance Technologies | 0.00% | New | 39,800 | $1.0M |
| Stolz & Associates, PS | 0.69% | Add +9.8% | 38,500 | $989K |
| Northeast Financial Group, Inc. | 0.26% | Reduce -4.1% | 38,390 | $978K |
| Mercer Global Advisors Inc. | 0.00% | Add +31.8% | 38,071 | $970K |
| Harbour Investments, Inc. | 0.01% | Add +209.7% | 36,775 | $937K |
| Legacy Wealth Management, LLC | 0.05% | Add +4.1% | 36,497 | $930K |
| Family Capital Management, Inc. | 0.40% | Add +7.9% | 35,646 | $908K |
| Archer Investment Management, LLC | 0.38% | New | 35,200 | $897K |
| NewCorp Financial Services, Inc. | 0.78% | No change | 35,138 | $895K |
| Pasadena Private Wealth, LLC | 0.12% | New | 33,238 | $847K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +19.9% | 33,065 | $842K |
| Alteri Wealth LLC | 0.27% | Add +54.7% | 32,145 | $819K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.9% | 31,893 | $813K |
| Wescott Financial Advisory Group, LLC | 0.07% | Add +0.6% | 30,997 | $790K |
| Gleason Group, Inc. | 0.07% | Add +60.6% | 27,175 | $692K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -4.2% | 26,528 | $676K |
| Asset Allocation Strategies LLC | 0.12% | Add +47.7% | 25,655 | $654K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +0.1% | 25,293 | $644K |
| MAI Capital Management | 0.00% | Reduce -3.8% | 23,998 | $611K |
| Blueprint Financial Advisors LLC | 0.09% | Reduce -2.7% | 23,595 | $601K |
| Blueprint Investment Partners LLC | 0.06% | Reduce -2.7% | 23,595 | $601K |
| CAP Partners, LLC | 0.33% | Add +16.3% | 22,767 | $580K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 22,598 | $576K |
| Advyzon Investment Management, LLC | 0.05% | Add +8.0% | 22,415 | $571K |
| Clear Creek Financial Management, LLC | 0.04% | Add +8.0% | 22,415 | $571K |
| Citadel Advisors | 0.00% | New | 20,977 | $534K |
| FMR LLC | 0.00% | New | 20,747 | $529K |
| Berger Financial Group, Inc | 0.03% | Add +0.1% | 20,699 | $527K |
| HighTower Advisors, LLC | 0.00% | Add +27.3% | 20,524 | $523K |
| Altiora Financial Group, LLC | 0.08% | No change | 20,000 | $510K |
| Symmetry Partners, LLC | 0.03% | Add +13.6% | 19,622 | $500K |
| Gill Capital Partners, LLC | 0.14% | No change | 19,351 | $493K |
| CreativeOne Wealth, LLC | 0.01% | Add +12.2% | 18,718 | $477K |
| Golden Bell Financial Planning LLC | 0.36% | Add +4.7% | 17,968 | $458K |
| FF Advisors,LLC | 0.18% | Reduce -6.5% | 16,819 | $433K |
| Unify Financial Advisors | 0.45% | No change | 17,000 | $433K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -5.3% | 16,667 | $425K |
| Revisor Wealth Management LLC | 0.12% | Reduce -0.7% | 16,440 | $419K |
| Roan Capital Partners | 0.38% | — | 16,318 | $416K |
| Grant Street Asset Management, Inc. | 0.08% | Add +0.6% | 16,202 | $413K |
| Chapman Financial Group, LLC | 0.29% | No change | 16,100 | $410K |
| Spire Wealth Management | 0.01% | New | 15,492 | $395K |
| Continuum Advisory, LLC | 0.04% | Add +0.6% | 15,005 | $382K |
| Fiduciary Financial Group, LLC | 0.05% | No change | 14,993 | $382K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +33.1% | 14,556 | $371K |
| Nalls Sherbakoff Group, LLC | 0.27% | Add +3.5% | 14,455 | $368K |
| Gemmer Asset Management LLC | 0.03% | Add +0.6% | 14,367 | $366K |
| SageView Advisory Group, LLC | 0.01% | Add +0.2% | 13,396 | $341K |
| Advisory Alpha, LLC | 0.01% | New | 13,162 | $335K |
| Burling Wealth Partners, LLC | 0.05% | No change | 12,625 | $322K |
| Hoxton Planning & Management, LLC | 0.10% | Add +39.6% | 12,611 | $321K |
| Corient Private Wealth LP | 0.00% | Add +2.7% | 12,565 | $320K |
| Canal Capital Management, LLC | 0.04% | Add +0.5% | 12,513 | $319K |
| HRT Financial LP | 0.00% | New | 12,416 | $316K |
| Savvy Advisors, Inc. | 0.01% | New | 12,200 | $311K |
| January Capital Advisors LLC | 0.41% | — | 12,026 | $306K |
| Certuity, LLC | 0.02% | New | 11,897 | $303K |
| Cape Investment Advisory, Inc. | 0.10% | Add +45.7% | 11,354 | $289K |
| Thrivent Financial for Lutherans | 0.00% | No change | 10,374 | $264K |
| Focus Partners Wealth | 0.00% | New | 10,051 | $256K |
| VCI Wealth Management LLC | 0.07% | Reduce -3.0% | 9,996 | $255K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 9,825 | $250K |
| Breakwater Capital Group | 0.03% | Add +4.4% | 9,759 | $249K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 9,729 | $248K |
| Johnson Investment Counsel Inc. | 0.00% | New | 9,510 | $242K |
| Northern Lights Advisors, Inc. | 0.16% | New | 9,486 | $242K |
| RMG Wealth Management LLC | 0.03% | New | 9,237 | $237K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 9,243 | $236K |
| Mission Wealth Management, LP | 0.00% | New | 8,744 | $223K |
| Farther Finance Advisors, LLC | 0.00% | Add +770.6% | 8,706 | $222K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.2% | 8,625 | $220K |
| Kestra Investment Management, LLC | 0.00% | New | 8,560 | $218K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 8,349 | $213K |
| BLVD Private Wealth, LLC | 0.18% | No change | 8,301 | $212K |
| Howe & Rusling Inc. | 0.01% | No change | 8,174 | $208K |
| Ancora Advisors LLC | 0.00% | Reduce -23.6% | 5,761 | $147K |
| Morgan Stanley | 0.00% | Reduce -37.3% | 5,696 | $145K |
| Larson Financial Group LLC | 0.00% | Add +4.1% | 5,450 | $139K |
| Capital Analysts, LLC | 0.00% | No change | 5,404 | $138K |
| Friedenthal Financial | 0.07% | New | 5,204 | $133K |
| Clearstead Advisors, LLC | 0.00% | Add +53.9% | 5,019 | $128K |
| AE Wealth Management LLC | 0.00% | Reduce -59.0% | 4,454 | $113K |
| Root Financial Partners, LLC | 0.01% | Add +41.9% | 4,354 | $111K |
| Allworth Financial LP | 0.00% | Add +12056.7% | 3,647 | $93K |
| Cwm, LLC | 0.00% | Add +27.6% | 2,807 | $72K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,691 | $69K |
| Community Bank, N.A. | 0.01% | New | 2,281 | $58K |
| West Paces Advisors Inc. | 0.01% | Reduce -67.7% | 1,950 | $50K |
| Trust Co | 0.00% | Add +177.8% | 1,892 | $48K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,726 | $44K |
| JDM Financial Group LLC | 0.01% | No change | 1,480 | $38K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,315 | $34K |
| Assetmark, Inc. | 0.00% | Add +39.7% | 1,031 | $26K |
| Wells Fargo & Company | 0.00% | Reduce -80.1% | 846 | $22K |
| Bank of Montreal | 0.00% | New | 749 | $19K |
| Blue Trust, Inc. | 0.00% | New | 728 | $19K |
| CVA Family Office, LLC | 0.00% | No change | 700 | $18K |
| First Command Advisory Services, Inc. | 0.00% | No change | 455 | $12K |
| UBS Group AG | 0.00% | New | 287 | $7K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 156 | $4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 134 | $3K |
| Rockefeller Capital Management L.P. | 0.00% | New | 111 | $3K |
| First Pacific Financial | 0.00% | New | 76 | $2K |
| Vanguard Advisers Inc. | 0.00% | — | 49 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 27 | $692 |
| Banque Transatlantique SA | 0.00% | New | 20 | $510 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 15 | $386 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 7 | $178 |
| AlphaCore Capital LLC | 0.00% | Reduce -99.8% | 1 | $25 |
"% of holder's portfolio" is SCMB's weight in each manager's 13F, not the share of Schwab Municipal Bond ETF the manager owns.