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Schwab Municipal Bond ETF
SCMB

85 hedge funds and large institutions have $179M invested in Schwab Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

169% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 13

32% more capital invested

Capital invested by funds: $136M → $179M (+$42.8M)

25% more funds holding

Funds holding: 68 → 85 (+17)

38.37% less ownership

Funds ownership: 75.16% → 36.79% (-38%)

Holders
85
Holders Change
+17
Holders Change %
+25%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
22
Increased
35
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPCP
Fort Point Capital Partners
California
+$20.6M
2
CST
Charles Schwab Trust
Nevada
+$6.89M
3
Bank of America
Bank of America
North Carolina
+$3.69M
4
CA
CGN Advisors
Kansas
+$2.15M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
PCA
Pallas Capital Advisors
Massachusetts
-$10.9M
2
Charles Schwab
Charles Schwab
California
-$2.96M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.25M
4
Creative Planning
Creative Planning
Kansas
-$1M
5
BWP
Balboa Wealth Partners
Arizona
-$493K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
76
EPG Wealth Management
Georgia
$19.3K – – –
CIAS
77
Capital Investment Advisory Services
North Carolina
$19.1K – – –
HI
78
Harbour Investments
Wisconsin
$12.9K +$13.1K +504 New
CIA
79
Cape Investment Advisory
Georgia
$12.9K +$13.1K +504 New
RTL
80
Red Tortoise LLC
Georgia
$10.5K +$104 +4 +1%
ACA
81
Aptus Capital Advisors
Alabama
$5.26K -$5.31K -205 -50%
AWM
82
AE Wealth Management
Kansas
$5.03K +$5.08K +196 New
UBS Group
83
UBS Group
Switzerland
$1.08K +$1.09K +42 New
PK
84
Pflug Koory
Nebraska
$314 – – –
Morgan Stanley
85
Morgan Stanley
New York
$59 – – –
Creative Planning
86
Creative Planning
Kansas
– -$1M -38,134 Closed
MW
87
Maia Wealth
Colorado
– -$309K -23,966 Closed
BWP
88
Balboa Wealth Partners
Arizona
– -$493K -18,782 Closed
BFAG
89
Blackston Financial Advisory Group
Florida
– -$201K -7,648 Closed
MMA
90
Miracle Mile Advisors
California
– -$201K -7,636 Closed
1 2 3
4

SCMB Hedge Fund Activity: Q4 2024 in Review

85 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Municipal Bond ETF (SCMB) for Q4 2024, worth a combined $179M — up 32% from $136M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCMB positions and 5 closed out — a net gain of 17 holders — while 35 added to existing stakes and 13 trimmed.

The largest buyer was Fort Point Capital Partners, opening a new position worth an estimated $20.6M. The largest seller was Pallas Capital Advisors, cutting an estimated $10.9M.

  • 85 institutional investors held Schwab Municipal Bond ETF (SCMB) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $179M of Schwab Municipal Bond ETF stock for Q4 2024, up 32% quarter-over-quarter.
  • 22 funds opened new Schwab Municipal Bond ETF positions in Q4 2024 and 5 closed out, a net change of +17 holders.
  • The largest Schwab Municipal Bond ETF buyer in Q4 2024 was Fort Point Capital Partners, an estimated $20.6M added.
  • The largest Schwab Municipal Bond ETF seller in Q4 2024 was Pallas Capital Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2024.