SCMB

Schwab Municipal Bond ETF
$25.64-0.10 (-0.41%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

6.5617520209254915e+271B

Total Value

$1.6900005300038803e+201T

% of Float

Price History

$24.65$25.05$25.46$25.86$26.27Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC65,617,520$1.7B0.26%Share
2JONES FINANCIAL COMPANIES LLLP2,092,549$53.0M0.03%Share
3Avidian Wealth Enterprises, LLC1,506,400$38.8M1.41%Share
4Charles Schwab Trust Co916,075$23.6M1.55%Share
5Pallas Capital Advisors LLC894,144$23.0M0.76%Share
6Fort Point Capital Partners LLC762,050$19.8M2.22%Share
7UNITED CAPITAL FINANCIAL ADVISORS, LLC646,753$16.0M0.10%Share
8Wedmont Private Capital492,383$12.7M0.44%Share
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC489,805$12.7M0.02%Share
10CGN Advisors LLC294,181$7.6M0.60%Share
11BANK OF AMERICA CORP /DE/265,031$6.0M0.00%Share
12BANK OF AMERICA CORP /DE/253,689$6.0M0.00%Share
13RWA WEALTH PARTNERS, LLC241,215$6.0M0.07%Share
14Beaird Harris Wealth Management, LLC204,462$5.3M0.36%Share
15Perigon Wealth Management, LLC195,744$5.0M0.09%Share
16MML INVESTORS SERVICES, LLC208,318$5.0M0.01%Share
17MYECFO, LLC172,440$4.4M1.89%Share
18SMITH, MOORE & CO.157,865$4.1M0.31%Share
19ROYAL BANK OF CANADA156,025$4.0M0.00%Share
20CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC129,240$3.3M0.54%Share
21PURE PORTFOLIOS HOLDINGS LLC122,608$3.2M0.95%Share
22JPMORGAN CHASE & CO136,069$3.0M0.00%Share
23ENVESTNET ASSET MANAGEMENT INC145,037$3.0M0.00%Share
24NATIXIS ADVISORS, LLC155,048$3.0M0.00%Share
25BANK OF AMERICA CORP /DE/117,006$3.0M0.00%Share
26Torrey Growth & Income Advisors112,292$2.9M1.01%Share
27MANNING & NAPIER ADVISORS LLC107,109$2.8M0.04%Share
28Investment Planning Advisors, Inc.82,331$2.1M0.62%Share
29Janney Montgomery Scott LLC80,000$2.0M0.00%Share
30RAYMOND JAMES FINANCIAL INC78,975$2.0M0.00%Share
31Quantinno Capital Management LP95,645$2.0M0.00%Share
32O'ROURKE & COMPANY, Inc73,970$1.9M0.74%Share
33DONALDSON CAPITAL MANAGEMENT, LLC71,792$1.8M0.06%Share
34Breakwater Investment Management68,100$1.8M0.63%Share
35Ackerman Capital Advisors, LLC63,114$1.6M0.33%Share
36CREATIVE FINANCIAL DESIGNS INC /ADV58,797$1.5M0.10%Share
37TSA Wealth Managment LLC58,600$1.5M0.50%Share
38Compass Financial Group, INC/SD57,244$1.5M0.21%Share
39Meridian Wealth Management, LLC53,168$1.4M0.05%Share
40Columbus Macro, LLC53,076$1.4M0.15%Share
41Values Added Financial LLC49,293$1.3M0.54%Share
42Francis Financial, Inc.42,671$1.1M0.21%Share
43Northeast Financial Group, Inc.40,043$1.0M0.23%Share
44IFP Advisors, Inc43,603$1.0M0.02%Share
45Cetera Investment Advisers57,972$1.0M0.00%Share
46OSAIC HOLDINGS, INC.59,401$1.0M0.00%Share
47Creative Planning42,565$1.0M0.00%Share
48Mariner, LLC55,038$1.0M0.00%Share
49Cambridge Investment Research Advisors, Inc.43,240$1.0M0.00%Share
50CAPTRUST FINANCIAL ADVISORS73,406$1.0M0.00%Share