Who owns Schwab Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCMB from SEC Form 13F filings across 195 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 195 institutions disclosed 116.5M shares of Schwab Municipal Bond ETF worth $3.01B — about 74% of shares outstanding; the largest disclosed holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
195
13F holders
$3.01B
value, 2026 filers
74%
of shares outstanding (116.5M sh)
49
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCMB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 74.9M | $1.93B | 0.3% | 47.6% | +12.9% |
| 2 | BANK OF AMERICA CORP /DE/ | 23.3M | $602.5M | 0.0% | 14.8% | +6.3% |
| 3 | JONES FINANCIAL COMPANIES LLLP | 3.5M | $89.6M | 0.0% | 2.2% | +16.8% |
| 4 | Avidian Wealth Enterprises, LLC | 1.5M | $38.3M | 1.1% | 0.9% | -0.9% |
| 5 | Charles Schwab Trust Co | 1.1M | $27.2M | 1.5% | 0.7% | +11.1% |
| 6 | Fort Point Capital Partners LLC | 1.0M | $26.2M | 1.8% | 0.6% | +44.2% |
| 7 | Pallas Capital Advisors LLC | 918,625 | $23.7M | 0.7% | 0.6% | +8.7% |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 903,490 | $23.4M | 0.1% | 0.6% | +15.9% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 860,999 | $22.2M | 0.0% | 0.5% | +18.5% |
| 10 | Wedmont Private Capital | 494,540 | $12.7M | 0.3% | 0.3% | +0.1% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 385,679 | $9.9M | 0.0% | 0.2% | +17.5% |
| 12 | SMITH, MOORE & CO. | 329,854 | $8.5M | 0.6% | 0.2% | +40.6% |
| 13 | Quantinno Capital Management LP | 306,190 | $7.9M | 0.0% | 0.2% | +1.8% |
| 14 | RWA WEALTH PARTNERS, LLC | 279,549 | $7.2M | 0.1% | 0.2% | +16.3% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 276,100 | $7.1M | 0.0% | 0.2% | +593.7% |
| 16 | CGN Advisors LLC | 225,093 | $5.8M | 0.4% | 0.1% | -17.4% |
| 17 | Perigon Wealth Management, LLC | 223,357 | $5.8M | 0.1% | 0.1% | +5.5% |
| 18 | CITADEL ADVISORS LLC | 221,635 | $5.7M | 0.0% | 0.1% | +956.6% |
| 19 | JPMORGAN CHASE & CO | 216,721 | $5.6M | 0.0% | 0.1% | +56.5% |
| 20 | MML INVESTORS SERVICES, LLC | 176,935 | $4.6M | 0.0% | 0.1% | -37.1% |
| 21 | MYECFO, LLC | 167,230 | $4.3M | 1.6% | 0.1% | -5.1% |
| 22 | Beaird Harris Wealth Management, LLC | 166,612 | $4.3M | 0.3% | 0.1% | -13.4% |
| 23 | MANNING & NAPIER ADVISORS LLC | 156,452 | $4.0M | 0.1% | 0.1% | +33.6% |
| 24 | Waverly Advisors, LLC | 153,858 | $4.0M | 0.0% | 0.1% | +6.7% |
| 25 | Compass Financial Group, INC/SD | 149,926 | $3.9M | 0.4% | 0.1% | +144.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.