We are live on
!
Find out more
Schwab Municipal Bond ETF
SCMB
SCMB
129 hedge funds and large institutions have $1.88B invested in Schwab Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
271% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 7
140% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 25
17% more funds holding
Funds holding: 110 → 129 (+19)
16% more capital invested
Capital invested by funds: $1.62B → $1.88B (+$262M)
0.01% more ownership
Funds ownership: 79.41% → 79.42% (+0.01%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
60
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Charles Schwab
San Francisco,
California
|
+$181M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$37.1M |
| 3 |
JP Morgan Chase
New York
|
+$19.5M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$5.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.75M |
Top Sellers
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$29.6M |
| 2 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
-$13.2M |
| 3 |
Jane Street
New York
|
-$6.7M |
| 4 |
VI
VanderPol Investments
Caledonia,
Michigan
|
-$1.48M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
126
Allworth Financial
Folsom,
California
| $769 | +$756 | +30 | New |
|
|
SAM
127
Smartleaf Asset Management
Boston,
Massachusetts
| $589 | +$580 | +23 | New |
|
|
PK
128
Pflug Koory
Omaha,
Nebraska
| $320 | – | – | – |
|
129
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $179 | +$176 | +7 | New |
|
130
Corient Private Wealth
Miami,
Florida
| – | -$665K | -26,426 | Closed |
|
|
VPWA
131
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| – | -$472K | -18,728 | Closed |
|
|
FLPIM
132
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| – | -$210K | -8,329 | Closed |
|
133
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$151K | -6,000 | Closed |
|
|
WP
134
WealthShield Partners
Cary,
North Carolina
| – | -$144K | -5,724 | Closed |
|
|
HHGA
135
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$17.6K | -700 | Closed |
|
|
CIA
136
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$12.8K | -510 | Closed |
|