SCMB

Schwab Municipal Bond ETF

+$648.4M

Net Activity

Institutions Holding

167

Popularity Rank

#3337

Avg Weight

0.15%

Total Value

$2.7B

Ownership Trend

167 institutions currently hold SCMB, with 104 net buyers and 46 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

46

Net Buying Institutions

104

Key Holders

Key Holders

Top 5 by Value

CS
Charles Schwab Investment Management INC
$1.7B
BO
Bank Of America CORP /de/
$559.5M
JF
Jones Financial Companies Lllp
$75.4M
AW
Avidian Wealth Enterprises, LLC
$38.2M
CS
Charles Schwab Trust Co
$24.2M

Top 5 by Conviction

FP
Fort Point Capital Partners LLC
2.19%
ML
Myecfo, LLC
1.88%
CS
Charles Schwab Trust Co
1.57%
AW
Avidian Wealth Enterprises, LLC
1.21%
TG
Torrey Growth & Income Advisors
1.11%
View all 167 holding institutions

Quarterly Activity

Recent Activity

+$2.6B

Total Buy Value

$142.1M

Total Sell Value

New buy33
Trim32
Add71
Sold out14

104

Net Buyers

46

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHWAB MUNICIPAL BOND ETF (SCMB)?
Major stakeholders currently include Charles Schwab Investment Management INC ($1.7B), Bank Of America CORP /de/ ($559.5M), Jones Financial Companies Lllp ($75.4M). Based on the latest 13F filings, there are a total of 167 tracked investment funds and institutions maintaining positions in SCMB.
What is the overall institutional sentiment toward SCMB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $648.4M, driven by 104 managers accumulating shares while 46 reduced their exposure.
Which institutions have been selling or reducing their SCMB positions?
In the latest period, 32 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $142.1M.
Are there any notable investors adding SCMB to their portfolios?
Yes, buying activity remains notable. 33 institutions opened new positions in {ticker}, and 71 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.6B.

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