SCMB icon

Schwab Municipal Bond ETF
SCMB

Overview Fund Activity

29 hedge funds and large institutions have $66.1M invested in Schwab Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
8
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Pallas Capital Advisors
Massachusetts
$5.57M
2
CST
2
Charles Schwab Trust
Nevada
$4.36M
3
M
3
MYeCFO
California
$4.22M
4
RWP
4
RWA Wealth Partners
Massachusetts
$991K
5
Jane Street
5
Jane Street
New York
$2.38M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Charles Schwab
2
Charles Schwab
California
$31.8M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
SFA
5
Sequoia Financial Advisors
Ohio
$990K
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
26
VitalStone Financial
Texas
$34K – – –
IA
27
IFP Advisors
Florida
$24.8K +$24.8K +1,000 New
EWM
28
EPG Wealth Management
Georgia
$18.6K – – –
UBS Group
29
UBS Group
Switzerland
$3.37K -$78.5K -3,168 -96%
Goldman Sachs
30
Goldman Sachs
New York
– -$1.74M -67,116 Closed
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
– -$342K -13,184 Closed
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
– -$205K -7,924 Closed
CFO
33
CVA Family Office
Colorado
– -$43.7K -1,686 Closed
SIC
34
Salem Investment Counselors
North Carolina
– -$20.7K -800 Closed
1
2