Schwab Municipal Bond ETF
SCMB
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.
293% more capital inflows, than outflows
Capital inflows: $15.3M | Capital outflows: $3.88M
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
12% more funds holding
Funds holding: 26 → 29 (+3)
1.89% more ownership
Funds ownership: 41.22% → 43.11% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pallas Capital Advisors
Braintree,
Massachusetts
|
+$5.83M |
| 2 |
Charles Schwab Trust
Henderson,
Nevada
|
+$4.48M |
| 3 |
M
MYeCFO
La Jolla,
California
|
+$862K |
| 4 |
RWA Wealth Partners
Newton,
Massachusetts
|
+$802K |
| 5 |
Jane Street
New York
|
+$801K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.74M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$1.05M |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$342K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$205K |
| 5 |
Sequoia Financial Advisors
Akron,
Ohio
|
-$188K |
SCMB Hedge Fund Activity: Q3 2023 in Review
29 of the 6,315 institutional investors tracked by Wall St. Rank reported a position in Schwab Municipal Bond ETF (SCMB) for Q3 2023, worth a combined $66.1M — up 15% from $57.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SCMB positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Pallas Capital Advisors, opening a new position worth an estimated $5.83M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.74M sold.
- 29 institutional investors held Schwab Municipal Bond ETF (SCMB) as of Q3 2023, up from 26 in Q2 2023.
- Funds reported $66.1M of Schwab Municipal Bond ETF stock for Q3 2023, up 15% quarter-over-quarter.
- 8 funds opened new Schwab Municipal Bond ETF positions in Q3 2023 and 5 closed out, a net change of +3 holders.
- The largest Schwab Municipal Bond ETF buyer in Q3 2023 was Pallas Capital Advisors, an estimated $5.83M added.
- The largest Schwab Municipal Bond ETF seller in Q3 2023 was Goldman Sachs, an estimated $1.74M sold.
Based on aggregated 13F filings for Q3 2023.