Schwab Municipal Bond ETF
SCMB
60 hedge funds and large institutions have $135M invested in Schwab Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
20% more funds holding
Funds holding: 50 → 60 (+10)
14% more capital invested
Capital invested by funds: $118M → $135M (+$16.9M)
0.46% more ownership
Funds ownership: 78.04% → 78.5% (+0.46%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.17M |
| 2 |
Jane Street
New York
|
+$2.29M |
| 3 |
JP Morgan Chase
New York
|
+$1.86M |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$1.43M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$977K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M
MYeCFO
La Jolla,
California
|
-$1.44M |
| 2 |
GG
Gleason Group
Prospect,
Kentucky
|
-$391K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$386K |
| 4 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$370K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$117K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EW
51
Element Wealth
Ridgeland,
Mississippi
| $115K | – | – | – |
|
52
UBS Group
Zurich,
Switzerland
| $95.2K | +$95.3K | +3,706 | New |
|
|
RFG
53
RFP Financial Group
Atlanta,
Georgia
| $86.6K | +$86.7K | +3,370 | New |
|
|
CFO
54
CVA Family Office
Denver,
Colorado
| $62.8K | +$360 | +14 | +0.6% |
|
|
CAL
55
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $35K | +$12.6K | +490 | +56% |
|
|
GLR
56
Great Lakes Retirement
Sandusky,
Ohio
| $35K | +$35K | +1,360 | New |
|
|
EWM
57
EPG Wealth Management
Atlanta,
Georgia
| $19.3K | -$19.3K | -750 | Closed |
|
|
CA
58
Continuum Advisory
Eagle,
Idaho
| $15.4K | – | – | – |
|
|
GWS
59
Glassman Wealth Services
Vienna,
Virginia
| $14.3K | +$14.4K | +558 | New |
|
|
ACA
60
Aptus Capital Advisors
Fairhope,
Alabama
| $10.5K | – | – | – |
|
|
RTL
61
Red Tortoise LLC
Atlanta,
Georgia
| $10.3K | +$10.3K | +402 | New |
|
|
CIAS
62
Capital Investment Advisory Services
Raleigh,
North Carolina
| $7.45K | +$1.03K | +40 | +16% |
|
|
GG
63
Gleason Group
Prospect,
Kentucky
| – | -$391K | -15,016 | Closed |
|
SCMB Hedge Fund Activity: Q2 2024 in Review
60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Municipal Bond ETF (SCMB) for Q2 2024, worth a combined $135M — up 14% from $118M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SCMB positions and 2 closed out — a net gain of 14 holders — while 23 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $8.17M. The largest seller was MYeCFO, cutting an estimated $1.44M.
- 60 institutional investors held Schwab Municipal Bond ETF (SCMB) as of Q2 2024, up from 50 in Q1 2024.
- Funds reported $135M of Schwab Municipal Bond ETF stock for Q2 2024, up 14% quarter-over-quarter.
- 16 funds opened new Schwab Municipal Bond ETF positions in Q2 2024 and 2 closed out, a net change of +14 holders.
- The largest Schwab Municipal Bond ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $8.17M added.
- The largest Schwab Municipal Bond ETF seller in Q2 2024 was MYeCFO, an estimated $1.44M sold.
Based on aggregated 13F filings for Q2 2024.