Schwab Municipal Bond ETF (SCMB): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of SCMB (all 13F filers)
- Charles Schwab Investment Management74.9 MIndex manager+8.6 M
- Bank of America23.3 MBank or trading desk+1.4 M
- Jones Financial Companies Lllp3.5 MWealth adviser+501 K
- Avidian Wealth Enterprises1.5 MWealth adviser−14 K
- Charles Schwab Trust1.1 MWealth adviser+106 K
- Fort Point Capital Partners1.0 MType not verified+311 K
- Pallas Capital Advisors919 KType not verified+73 K
- United Capital Financial Advisors903 KType not verified+124 K
- Envestnet Asset Management861 KWealth adviser+135 K
- Wedmont Private Capital495 KType not verified+391
- Shares
- 74.9 M
- Change
- +8.6 M
See more
- Type
- Index manager
- Value
- $1.9 bn
- Shares
- 23.3 M
- Change
- +1.4 M
See more
- Type
- Bank or trading desk
- Value
- $602M
- Shares
- 3.5 M
- Change
- +501 K
See more
- Type
- Wealth adviser
- Value
- $89.6M
- Shares
- 1.5 M
- Change
- −14 K
See more
- Type
- Wealth adviser
- Value
- $38.3M
- Shares
- 1.1 M
- Change
- +106 K
See more
- Type
- Wealth adviser
- Value
- $27.2M
- Fort Point Capital Partners
- Shares
- 1.0 M
- Change
- +311 K
See more
- Type
- Type not verified
- Value
- $26.2M
- Shares
- 919 K
- Change
- +73 K
See more
- Type
- Type not verified
- Value
- $23.7M
- Shares
- 903 K
- Change
- +124 K
See more
- Type
- Type not verified
- Value
- $23.4M
- Shares
- 861 K
- Change
- +135 K
See more
- Type
- Wealth adviser
- Value
- $22.2M
- Shares
- 495 K
- Change
- +391
See more
- Type
- Type not verified
- Value
- $12.7M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗