Schwab Municipal Bond ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
SCMB Hedge Fund Activity: Q3 2025 in Review
129 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Schwab Municipal Bond ETF (SCMB) for Q3 2025, worth a combined $1.88B — up 16% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SCMB positions and 7 closed out — a net gain of 19 holders — while 60 added to existing stakes and 25 trimmed.
The largest buyer was Charles Schwab, adding an estimated $181M. The largest seller was Jones Financial Companies, cutting an estimated $29.6M.
- 129 institutional investors held Schwab Municipal Bond ETF (SCMB) as of Q3 2025, up from 110 in Q2 2025.
- Funds reported $1.88B of Schwab Municipal Bond ETF stock for Q3 2025, up 16% quarter-over-quarter.
- 26 funds opened new Schwab Municipal Bond ETF positions in Q3 2025 and 7 closed out, a net change of +19 holders.
- The largest Schwab Municipal Bond ETF buyer in Q3 2025 was Charles Schwab, an estimated $181M added.
- The largest Schwab Municipal Bond ETF seller in Q3 2025 was Jones Financial Companies, an estimated $29.6M sold.
Based on aggregated 13F filings for Q3 2025.