SCMB

SCHWAB MUNICIPAL BOND ETF
USCUSIP 808524649
Institutional Owners
47
+10 QoQ
13F Value Held
$124.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)29 adding · 14 trimming
Insider net (180d)+$0
Price history not yet available for SCMB.

Top institutional holders

47 13F filers
#FundPosition valueSharesLast moveAs of
1Avidian Wealth Enterprises, LLC
$38.2M
1.50MReducedQ1 2026
2Pallas Capital Advisors LLC
$21.5M
845.2KReducedQ1 2026
3UNITED CAPITAL FINANCIAL ADVISORS, LLC
$19.9M
779.9KAddedQ1 2026
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$8.4M
328.2KReducedQ1 2026
5MML INVESTORS SERVICES, LLC
$7.2M
281.4KAddedQ1 2026
6Perigon Wealth Management, LLC
$5.4M
211.8KAddedQ1 2026
7Waverly Advisors, LLC
$3.7M
144.1KAddedQ1 2026
8MANNING & NAPIER ADVISORS LLC
$3.0M
117.1KAddedQ1 2026
9RWA WEALTH PARTNERS, LLC
$1.8M
72.6KReducedQ1 2026
10GREAT VALLEY ADVISOR GROUP, INC.
$1.7M
65.9KHeldQ1 2026
11CREATIVE FINANCIAL DESIGNS INC /ADV
$1.5M
58.8KNewQ4 2025
12NewEdge Wealth, LLC
$1.5M
57.9KNewQ1 2026
13IFP Advisors, Inc
$1.4M
53.4KNewQ1 2026
14CHOREO, LLC
$1.3M
50.1KNewQ1 2026
15Legacy Wealth Management, LLC
$930K
36.5KAddedQ1 2026
16Sequoia Financial Advisors, LLC
$842K
33.1KAddedQ1 2026
17Kestra Advisory Services, LLC
$813K
31.9KAddedQ1 2026
18AdvisorNet Financial, Inc
$676K
26.5KReducedQ1 2026
19MAI Capital Management
$611K
24.0KReducedQ1 2026
20CITADEL ADVISORS LLC
$534K
21.0KNewQ1 2026
21Berger Financial Group, Inc
$527K
20.7KAddedQ1 2026
22Symmetry Partners, LLC
$500K
19.6KAddedQ1 2026
23CreativeOne Wealth, LLC
$477K
18.7KAddedQ1 2026
24Concurrent Investment Advisors, LLC
$371K
14.6KAddedQ1 2026
25Advisory Alpha, LLC
$335K
13.2KNewQ1 2026

Fund activity — latest quarter

Opened (NEW)
12
funds
Added
17
funds
Reduced
8
funds
Exited
6
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

46 funds+45 since Q3 2025
02346Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $127M

Funds that own SCMB also own

CompanyCo-held byCombined value
NVIDIA CORPORATION COMNVDA47 funds$13.1B
APPLE INC COMAAPL47 funds$13.1B
MICROSOFT CORP COMMSFT47 funds$10.6B
STATE STREET SPDR S&P 500 ETF TRUST CL USD INCSPY47 funds$4.9B
AMAZON.COM INCAMZN46 funds$8.3B
ALPHABET INC-CL CGOOG46 funds$4.7B
JPMORGAN CHASE & CO. COMJPM46 funds$4.3B
META PLATFORMS INC-CLASS AMETA46 funds$4.3B
JOHNSON & JOHNSON COMJNJ46 funds$2.9B
WALMART INC COMWMT46 funds$2.5B
EXXON MOBIL CORP COMXOM46 funds$2.5B
MICRON TECHNOLOGY INC COMMU46 funds$2.3B

Ranked by how many of SCMB's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.