Who owns SCMB?
Schwab Municipal Bond ETF · Schwab
196 institutions reported holding SCMB, worth $3.0B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCMB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc. | San Francisco, CA | $1.9B | 74,885,347 | +8,579,053 shares |
| Bank of America Corp. | Charlotte, NC | $602.5M | 23,333,836 | +1,374,450 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $89.6M | 3,475,683 | +500,632 shares |
| Avidian Wealth Enterprises, LLC | Houston, TX | $38.3M | 1,483,825 | −13,500 shares |
| Charles Schwab Trust Co | Henderson, NV | $27.2M | 1,055,202 | +105,691 shares |
| Fort Point Capital Partners LLC | San Francisco, CA | $26.2M | 1,014,596 | +310,752 shares |
| Pallas Capital Advisors LLC | Braintree, MA | $23.7M | 918,625 | +73,390 shares |
| United Capital Financial Advisors, LLC | Irving, TX | $23.4M | 903,490 | +123,639 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $22.2M | 860,999 | +134,613 shares |
| Wedmont Private Capital | West Chester, PA | $12.7M | 494,540 | +391 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCMB?
196 institutional managers reported holding SCMB in Form 13F filings for June 30, 2026, worth $3.0B in total. The largest reported position was held by Charles Schwab Investment Management Inc., at $1.9B.
Did institutions buy or sell SCMB last quarter?
Reported 13F value rose 11.4% from March 31, 2026, which includes price moves as well as buying and selling. 49 firms reported a new position and 19 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCMB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.