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Schwab Municipal Bond ETF
SCMB

68 hedge funds and large institutions have $136M invested in Schwab Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

13% more funds holding

Funds holding: 60 → 68 (+8)

1% more capital invested

Capital invested by funds: $135M → $136M (+$1.26M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.34% less ownership

Funds ownership: 78.5% → 75.16% (-3.3%)

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
32
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCA
Pallas Capital Advisors
Massachusetts
+$17.2M
2
Creative Planning
Creative Planning
Kansas
+$992K
3
Bank of America
Bank of America
North Carolina
+$970K
4
JP Morgan Chase
JP Morgan Chase
New York
+$937K
5
Citadel Advisors
Citadel Advisors
Florida
+$847K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.57M
2
Jane Street
Jane Street
New York
-$1.54M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.47M
4
AWA
Acorn Wealth Advisors
Michigan
-$365K
5
UCFA
United Capital Financial Advisors
Texas
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$735K -$260K -10,000 -26%
FLPIM
27
F.L. Putnam Investment Management
Massachusetts
$698K – – –
CAAM
28
Cornerstone Advisors Asset Management
Pennsylvania
$657K +$651K +25,024 New
BFG
29
Berger Financial Group
Minnesota
$645K – – –
CFD
30
Creative Financial Designs
Indiana
$537K +$115K +4,438 +28%
AFG
31
Altiora Financial Group
Ohio
$525K – – –
CM
32
Columbus Macro
Pennsylvania
$512K +$286K +10,998 +55%
BWP
33
Balboa Wealth Partners
Arizona
$493K -$71.3K -2,740 -13%
KAS
34
Kestra Advisory Services
Texas
$488K +$67K +2,576 +16%
VWM
35
VCI Wealth Management
Missouri
$472K -$6.35K -244 -1%
FCM
36
Family Capital Management
Michigan
$468K +$97.8K +3,760 +27%
GGS
37
Galvin Gaustad & Stein
Arizona
$464K +$2.6K +100 +0.6%
SFA
38
Sequoia Financial Advisors
Ohio
$456K – – –
MWM
39
Meridian Wealth Management
Kentucky
$419K +$415K +15,934 New
Osaic Holdings
40
Osaic Holdings
Arizona
$370K +$143K +5,496 +64%
KC
41
Kades & Cheifetz
Pennsylvania
$369K +$3.02K +116 +0.8%
MW
42
Maia Wealth
Colorado
$309K +$200K +7,686 +47%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$303K +$600K +23,062 New
FA
44
FF Advisors
California
$289K +$289K +11,120 +100%
CFGSD
45
Compass Financial Group (South Dakota)
South Dakota
$285K +$283K +10,860 New
CPL
46
CAP Partners LLC
Tennessee
$261K +$468 +18 +0.2%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$257K – – –
BFC
48
Bedel Financial Consulting
Indiana
$239K +$156 +6 +0.1%
MML Investors Services
49
MML Investors Services
Massachusetts
$236K +$1.93K +74 +0.8%
Mariner
50
Mariner
Kansas
$215K -$125K -4,800 -37%
1
2
3

SCMB Hedge Fund Activity: Q3 2024 in Review

68 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Municipal Bond ETF (SCMB) for Q3 2024, worth a combined $136M — up 0.93% from $135M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SCMB positions and 7 closed out — a net gain of 8 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Pallas Capital Advisors, adding an estimated $17.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $9.57M sold.

  • 68 institutional investors held Schwab Municipal Bond ETF (SCMB) as of Q3 2024, up from 60 in Q2 2024.
  • Funds reported $136M of Schwab Municipal Bond ETF stock for Q3 2024, up 0.93% quarter-over-quarter.
  • 15 funds opened new Schwab Municipal Bond ETF positions in Q3 2024 and 7 closed out, a net change of +8 holders.
  • The largest Schwab Municipal Bond ETF buyer in Q3 2024 was Pallas Capital Advisors, an estimated $17.2M added.
  • The largest Schwab Municipal Bond ETF seller in Q3 2024 was Susquehanna International Group, an estimated $9.57M sold.

Based on aggregated 13F filings for Q3 2024.