Schwab Municipal Bond ETFSCMBETF
13F holders, Q2 2026 (June 30)195holders +26
42new positions
18sold out
4famous investors
$25.82avg. 13F price*
At the end of Q2 2026, 195 institutions reported holding Schwab Municipal Bond ETF (SCMB) in their 13F filings, up 26 from Q1 2026. 42 opened new positions and 18 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.9B), Bank of America Corp. ($602.5M) and Jones Financial Companies LLLP ($89.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $12.6M |
| Exits | 18 | $26.8M |
All 13F filers, Q1 2026 → Q2 2026: 13,045,328 shares bought and 2,724,486 shares sold, net +10,320,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 195 holders
| Charles Schwab Investment Management Inc. | 0.26% | Add +12.9% | 74,885,347 | $1.9B |
| Bank of America Corp. | 0.04% | Add +6.3% | 23,333,836 | $602.5M |
| Jones Financial Companies LLLP | 0.04% | Add +16.8% | 3,475,683 | $89.6M |
| Avidian Wealth Enterprises, LLC | 1.06% | Reduce -0.9% | 1,483,825 | $38.3M |
| Charles Schwab Trust Co | 1.52% | Add +11.1% | 1,055,202 | $27.2M |
| Fort Point Capital Partners LLC | 2.80% | Add +44.1% | 1,014,596 | $26.2M |
| Pallas Capital Advisors LLC | 0.73% | Add +8.7% | 918,625 | $23.7M |
| United Capital Financial Advisors, LLC | 0.13% | Add +15.8% | 903,490 | $23.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.5% | 860,999 | $22.2M |
| Wedmont Private Capital | 0.35% | Add +0.1% | 494,540 | $12.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +17.5% | 385,679 | $9.9M |
| Smith, Moore & Co. | 0.55% | Add +40.6% | 329,854 | $8.5M |
| Quantinno Capital Management LP | 0.01% | Add +1.8% | 306,190 | $7.9M |
| Rwa Wealth Partners, LLC | 0.07% | Add +16.3% | 279,549 | $7.2M |
| Renaissance Technologies | 0.01% | Add +593.7% | 276,100 | $7.1M |
| CGN Advisors LLC | 0.42% | Reduce -17.4% | 225,093 | $5.8M |
| Perigon Wealth Management, LLC | 0.09% | Add +5.5% | 223,357 | $5.8M |
| Citadel Advisors | 0.00% | Add +956.6% | 221,635 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +56.5% | 216,721 | $5.6M |
| MML Investors Services, LLC | 0.01% | Reduce -37.1% | 176,935 | $4.6M |
| Myecfo, LLC | 1.63% | Reduce -5.1% | 167,230 | $4.3M |
| Beaird Harris Wealth Management, LLC | 0.27% | Reduce -13.4% | 166,612 | $4.3M |
| Manning & Napier Advisors LLC | 0.05% | Add +33.6% | 156,452 | $4.0M |
| Waverly Advisors, LLC | 0.02% | Add +6.7% | 153,858 | $4.0M |
| Compass Financial Group, INC | 0.44% | Add +144.5% | 149,926 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +68.4% | 148,808 | $3.8M |
| LPL Financial LLC | 0.00% | Add +247.7% | 147,243 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.0% | 135,900 | $3.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -35.0% | 125,140 | $3.2M |
| Shared Vision Wealth Group LLC | 1.05% | Add +106.7% | 118,406 | $3.1M |
| Mariner, LLC | 0.00% | Add +84.4% | 116,462 | $3.0M |
| Captrust Financial Advisors | 0.00% | Add +41.7% | 114,711 | $3.0M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | Reduce -37.2% | 112,247 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 100,000 | $2.6M |
| Cornerstone Advisors Asset Management, LLC | 0.32% | Reduce -32.9% | 95,092 | $2.5M |
| Investment Planning Advisors, Inc. | 0.54% | Reduce -0.3% | 90,645 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +60.7% | 85,248 | $2.2M |
| Janney Montgomery Scott LLC | 0.00% | No change | 80,000 | $2.1M |
| Breakwater Investment Management | 0.66% | Add +2.6% | 75,456 | $1.9M |
| Creative Planning | 0.00% | Reduce -90.4% | 71,878 | $1.9M |
| Donaldson Capital Management, LLC | 0.05% | No change | 71,792 | $1.9M |
| O'ROURKE & COMPANY, Inc | 0.64% | Add +5.9% | 70,567 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 67,723 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.1% | 65,957 | $1.7M |
| Copper Harbor Investment Advisors, LLC | 0.34% | — | 62,983 | $1.6M |
| TSA Wealth Managment LLC | 0.45% | Reduce -4.8% | 62,130 | $1.6M |
| Creative Financial Designs Inc. | 0.07% | No change | 60,614 | $1.6M |
| AQR Capital Management | 0.00% | Reduce -11.7% | 57,515 | $1.5M |
| Old Mission Capital LLC | 0.04% | Reduce -85.8% | 56,529 | $1.5M |
| Choreo, LLC | 0.02% | Add +8.2% | 54,135 | $1.4M |
| NewEdge Wealth, LLC | 0.01% | Reduce -7.9% | 53,356 | $1.4M |
| Columbus Macro, LLC | 0.13% | Add +11.8% | 53,282 | $1.4M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -1.9% | 52,784 | $1.4M |
| Torrey Growth & Income Advisors | 0.46% | Reduce -49.2% | 52,690 | $1.4M |
| Ackerman Capital Advisors, LLC | 0.27% | Reduce -5.7% | 51,039 | $1.3M |
| Core Wealth Advisors, LLC | 0.95% | Reduce -0.8% | 49,904 | $1.3M |
| Archer Investment Management, LLC | 0.43% | Add +38.6% | 48,787 | $1.3M |
| Pasadena Private Wealth, LLC | 0.15% | Add +34.7% | 44,784 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +14.1% | 43,446 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -16.4% | 42,974 | $1.1M |
| Francis Financial, Inc. | 0.18% | Reduce -0.8% | 42,330 | $1.1M |
| Family Capital Management, Inc. | 0.41% | Add +15.5% | 41,166 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.25% | New | 40,395 | $1.0M |
| IFP Advisors, Inc | 0.02% | Reduce -25.1% | 40,046 | $1.0M |
| Stonebridge Financial Group, LLC | 0.14% | — | 39,878 | $1.0M |
| Integrity Alliance, Llc. | 0.03% | New | 38,942 | $1.0M |
| Stolz & Associates, PS | 0.62% | Add +0.2% | 38,590 | $996K |
| Kestra Advisory Services, LLC | 0.00% | Add +20.2% | 38,322 | $989K |
| Harbour Investments, Inc. | 0.01% | Add +3.1% | 37,927 | $979K |
| Legacy Wealth Management, LLC | 0.05% | Add +0.0% | 36,507 | $943K |
| Asset Allocation Strategies LLC | 0.13% | Add +31.0% | 33,610 | $868K |
| FMR LLC | 0.00% | Add +61.9% | 33,578 | $867K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.4% | 33,112 | $855K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.4% | 32,282 | $834K |
| Alteri Wealth LLC | 0.23% | Reduce -0.2% | 32,081 | $828K |
| Wescott Financial Advisory Group, LLC | 0.06% | Add +0.9% | 31,268 | $807K |
| Gleason Group, Inc. | 0.06% | Add +3.0% | 28,005 | $723K |
| Cypress Wealth Services, LLC | 0.09% | New | 27,402 | $708K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -0.8% | 26,313 | $679K |
| CAP Partners, LLC | 0.33% | Add +15.2% | 26,235 | $677K |
| MAI Capital Management | 0.00% | Add +7.8% | 25,866 | $668K |
| Accredited Investors Inc. | 0.03% | New | 25,674 | $663K |
| Advyzon Investment Management, LLC | 0.05% | Add +14.2% | 25,590 | $661K |
| Clear Creek Financial Management, LLC | 0.04% | Add +13.8% | 25,515 | $659K |
| Coastal Bridge Advisors, LLC | 0.04% | Add +0.5% | 25,418 | $656K |
| Symmetry Partners, LLC | 0.03% | Add +24.1% | 24,341 | $628K |
| Blueprint Financial Advisors LLC | 0.07% | No change | 23,595 | $609K |
| Blueprint Investment Partners LLC | 0.05% | No change | 23,595 | $609K |
| Hoxton Planning & Management, LLC | 0.15% | Add +79.0% | 22,573 | $583K |
| CreativeOne Wealth, LLC | 0.01% | Add +16.0% | 21,716 | $561K |
| Roan Capital Partners | 0.45% | Add +29.1% | 21,064 | $544K |
| Berger Financial Group, Inc | 0.03% | Add +0.1% | 20,717 | $535K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -55.4% | 20,475 | $529K |
| Altiora Financial Group, LLC | 0.08% | No change | 20,000 | $516K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 19,773 | $511K |
| Advisory Services Network, LLC | 0.01% | New | 19,410 | $501K |
| Gill Capital Partners, LLC | 0.13% | No change | 19,351 | $500K |
| Golden Bell Financial Planning LLC | 0.34% | Add +0.6% | 18,077 | $467K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 17,400 | $449K |
| CoreCap Advisors, LLC | 0.01% | New | 17,101 | $442K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -24.3% | 17,098 | $441K |
| Unify Financial Advisors | 0.41% | No change | 17,000 | $439K |
| Corient Private Wealth LP | 0.00% | Add +34.3% | 16,875 | $436K |
| FF Advisors,LLC | 0.16% | No change | 16,819 | $434K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 16,699 | $431K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 16,667 | $430K |
| Grant Street Asset Management, Inc. | 0.07% | Add +0.9% | 16,344 | $422K |
| Chapman Financial Group, LLC | 0.28% | No change | 16,100 | $416K |
| Continuum Advisory, LLC | 0.03% | Add +6.0% | 15,908 | $411K |
| Carrera Capital Advisors | 0.06% | New | 15,898 | $410K |
| Cerity Partners LLC | 0.00% | New | 15,636 | $404K |
| Spire Wealth Management | 0.01% | Add +0.9% | 15,627 | $403K |
| Fiduciary Financial Advisors | 0.04% | New | 15,467 | $399K |
| Farther Finance Advisors, LLC | 0.00% | Add +77.1% | 15,421 | $398K |
| Fiduciary Financial Group, LLC | 0.04% | Add +1.9% | 15,271 | $394K |
| Compass Financial Management LLC | 0.05% | — | 15,115 | $390K |
| SageView Advisory Group, LLC | 0.01% | Add +12.2% | 15,035 | $388K |
| Gemmer Asset Management LLC | 0.03% | Add +0.9% | 14,491 | $374K |
| Nalls Sherbakoff Group, LLC | 0.27% | No change | 14,455 | $373K |
| Revisor Wealth Management LLC | 0.09% | Reduce -14.1% | 14,120 | $365K |
| Advisory Alpha, LLC | 0.01% | Add +3.4% | 13,614 | $352K |
| Intentional Wealth Strategies, LLC | 0.33% | New | 13,564 | $350K |
| Focus Partners Wealth | 0.00% | Add +28.8% | 12,945 | $334K |
| Canal Capital Management, LLC | 0.04% | Add +0.8% | 12,607 | $326K |
| Savvy Advisors, Inc. | 0.01% | No change | 12,200 | $315K |
| January Capital Advisors LLC | 0.26% | No change | 12,026 | $311K |
| Certuity, LLC | 0.02% | Add +0.9% | 12,001 | $310K |
| Ieq Capital, LLC | 0.00% | New | 12,001 | $310K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -18.8% | 11,823 | $305K |
| Values Added Financial LLC | 0.11% | New | 11,549 | $298K |
| Cape Investment Advisory, Inc. | 0.08% | Add +0.8% | 11,449 | $296K |
| Breakwater Capital Group | 0.04% | Add +15.9% | 11,309 | $292K |
| Rosenberg Matthew Hamilton | 0.05% | New | 11,013 | $284K |
| Keystone Wealth Services, LLC | 0.05% | New | 10,894 | $281K |
| Foundations Investment Advisors, LLC | 0.00% | New | 10,674 | $276K |
| Thrivent Financial for Lutherans | 0.00% | No change | 10,374 | $268K |
| Pinnacle Bancorp, Inc. | 0.07% | New | 10,224 | $264K |
| Greenspring Advisors, LLC | 0.01% | New | 9,740 | $251K |
| Bedel Financial Consulting, Inc. | 0.02% | No change | 9,729 | $251K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 9,510 | $246K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 9,243 | $239K |
| XTX Topco Ltd | 0.00% | New | 9,064 | $234K |
| VCI Wealth Management LLC | 0.06% | Reduce -10.3% | 8,971 | $232K |
| Northern Lights Advisors, Inc. | 0.13% | Reduce -6.1% | 8,907 | $230K |
| Fisher Asset Management | 0.00% | New | 8,726 | $225K |
| Ameriprise Financial Inc. | 0.00% | No change | 8,625 | $223K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 8,349 | $216K |
| Lido Advisors, LLC | 0.00% | New | 8,265 | $213K |
| Hayek Kallen Investment Management | 0.06% | New | 8,000 | $207K |
| AE Wealth Management LLC | 0.00% | Add +77.9% | 7,925 | $205K |
| Mission Wealth Management, LP | 0.00% | Reduce -11.1% | 7,775 | $201K |
| Aptus Capital Advisors, LLC | 0.00% | Add +271.6% | 6,413 | $166K |
| Larson Financial Group LLC | 0.00% | Add +13.1% | 6,161 | $159K |
| Ancora Advisors LLC | 0.00% | No change | 5,761 | $149K |
| Morgan Stanley | 0.00% | Add +0.3% | 5,715 | $148K |
| Capital Analysts, LLC | 0.00% | No change | 5,404 | $140K |
| Clearstead Advisors, LLC | 0.00% | Add +3.3% | 5,186 | $134K |
| Global Retirement Partners, LLC | 0.00% | — | 4,753 | $123K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 4,687 | $121K |
| Allworth Financial LP | 0.00% | No change | 3,647 | $94K |
| Wells Fargo & Company | 0.00% | Add +316.8% | 3,526 | $91K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.8% | 3,004 | $78K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,691 | $69K |
| Community Bank, N.A. | 0.01% | No change | 2,281 | $59K |
| West Paces Advisors Inc. | 0.01% | No change | 1,950 | $50K |
| Buck Wealth Strategies, LLC | 0.01% | New | 1,900 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,739 | $45K |
| Trust Co | 0.00% | Reduce -19.0% | 1,532 | $40K |
| JDM Financial Group LLC | 0.01% | No change | 1,480 | $38K |
| Blue Trust, Inc. | 0.00% | Add +100.4% | 1,459 | $38K |
| Friedenthal Financial | 0.02% | Reduce -73.8% | 1,366 | $35K |
| Arax Advisory Partners | 0.00% | New | 1,134 | $29K |
| Signature Resources Capital Management, LLC | 0.01% | New | 1,101 | $28K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,034 | $27K |
| Assetmark, Inc. | 0.00% | Reduce -21.5% | 809 | $21K |
| EPG Wealth Management LLC | 0.00% | New | 750 | $19K |
| Bank of Montreal | 0.00% | No change | 749 | $19K |
| CVA Family Office, LLC | 0.00% | No change | 700 | $18K |
| International Assets Investment Management, LLC | 0.00% | New | 399 | $10K |
| Russell Investments Group, Ltd. | 0.00% | New | 357 | $9K |
| Abound Wealth Management | 0.00% | New | 345 | $9K |
| Delos Wealth Advisors, LLC | 0.00% | New | 178 | $5K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 156 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 153 | $4K |
| Maryland Capital Advisors Inc. | 0.00% | — | 139 | $4K |
| UBS Group AG | 0.00% | Reduce -53.3% | 134 | $3K |
| True Wealth Design, LLC | 0.00% | New | 67 | $2K |
| Vanguard Advisers Inc. | 0.00% | Reduce -4.1% | 47 | $1K |
| High Note Wealth, LLC | 0.00% | New | 34 | $878 |
| BlackRock, Inc. | 0.00% | New | 25 | $646 |
| CENTRAL TRUST Co | 0.00% | New | 22 | $569 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 15 | $395 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 7 | $181 |
| Ameriflex Group, Inc. | 0.00% | New | 1 | $26 |
| GW&K Investment Management, LLC | 0.00% | New | 15 | $0 |
"% of holder's portfolio" is SCMB's weight in each manager's 13F, not the share of Schwab Municipal Bond ETF the manager owns.