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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
+$17.2M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$992K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$970K |
| 4 |
JP Morgan Chase
New York
|
+$937K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$847K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.57M |
| 2 |
Jane Street
New York
|
-$1.54M |
| 3 |
Bank of New York Mellon
New York
|
-$1.47M |
| 4 |
AWA
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
-$365K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$260K |
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.