Who Owns SCMB?
Schwab Municipal Bond ETF — Institutional Ownership & 13F Holdings
$25.71
+0.00 (+0.00%)
Market Cap
$2.8B
Shares Outstanding
106,347,735
Institutional Holders
85
Total Inst. Value
$287.9M
% of Float Held
—
QoQ Holder Change
+50
Institutional data as of Q1 2025
New Positions
26
Closed Positions
15
Increased
34
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $105.7M | 4,611,557 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $31.9M | 1,258 |
| 3 | Pallas Capital Advisors LLC | $17.0M | 669,251 |
| 4 | Fort Point Capital Partners LLC | $16.6M | 652,695 |
| 5 | Wedmont Private Capital | $14.2M | 574,349 |
| 6 | Charles Schwab Trust Co | $13.4M | 528,439 |
| 7 | BANK OF AMERICA CORP /DE/ | $11.6M | 459,237 |
| 8 | Rochester Wealth Strategies, LLCNew | $6.3M | 247,319 |
| 9 | CGN Advisors LLC | $5.9M | 234,053 |
| 10 | JANE STREET GROUP, LLC | $5.4M | 214,377 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +4.5M | $105.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +1K | $31.9M |
| Pallas Capital Advisors LLC | +130K | $17.0M |
| Wedmont Private Capital | +78K | $14.2M |
| BANK OF AMERICA CORP /DE/ | +19K | $11.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Charles Schwab Trust Co | -287K | $13.4M |
| Fort Point Capital Partners LLC | -143K | $16.6M |
| CGN Advisors LLC | -72K | $5.9M |
| CITADEL ADVISORS LLC | -22K | $523K |
| FIDUCIARY FINANCIAL GROUP, LLC | -20K | $510K |
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Frequently Asked Questions
How many institutional investors hold SCMB?
As of Q1 2025, 85 institutional investors report holding SCMB (Schwab Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most SCMB?
The largest institutional holder of SCMB is JONES FINANCIAL COMPANIES LLLP with $105.7M in shares.
Are institutions buying or selling SCMB?
This quarter, 26 institutions opened new positions in SCMB and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.