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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
+$20.6M |
| 2 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$6.89M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.69M |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$2.15M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
-$10.9M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$2.96M |
| 3 |
JP Morgan Chase
New York
|
-$2.25M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1M |
| 5 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
-$493K |
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.