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Schwab Municipal Bond ETF (SCMB) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Schwab Municipal Bond ETF (NYSEARCA:SCMB)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$54.38M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$5.15M
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SCMB Institutional Buying and Selling by Quarter

Schwab Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 B. Riley Wealth Advisors Inc.4,575$227K0.0%-44.0%0.076%
5/1/2024 Sequoia Financial Advisors LLC8,711$453K0.0%-55.0%0.144%
4/29/2024 RWA Wealth Partners LLC68,258$3.55M0.0%+4.9%1.128%
4/18/2024 Myecfo LLC86,500$4.50M2.6%-5.8%1.454%
4/18/2024 O ROURKE & COMPANY Inc44,568$2.32M1.3%+3.8%0.749%
4/16/2024 Wealth Enhancement Advisory Services LLC21,190$1.10M0.0%+390.5%0.356%
4/12/2024 Charles Schwab Trust Co277,203$14.43M1.4%+122.2%4.659%
4/12/2024 CGN Advisors LLC85,637$4.46M0.6%N/A1.439%
4/12/2024 AdvisorNet Financial Inc16,879$879K0.1%+6.3%0.563%
4/10/2024 VanderPol Investments L.L.C.42,147$2.19M6.3%N/A1.405%
4/10/2024 Wedmont Private Capital247,221$12.76M0.9%+0.3%8.241%
3/15/2024 B. Riley Wealth Advisors Inc.8,175$430K0.0%+78.7%0.273%
3/6/2024 SageView Advisory Group LLC34,307$1.79M0.1%N/A1.144%
2/27/2024 Beaird Harris Wealth Management LLC120,091$6.32M0.7%N/A4.003%
2/14/2024 VitalStone Financial LLC1,176$62K0.0%+74.0%0.039%
2/9/2024 SageView Advisory Group LLC34,307$1.79M0.1%N/A1.144%
2/9/2024 Balboa Wealth Partners10,610$558K0.2%+17.9%0.354%
2/8/2024 Lindenwold Advisors INC28,250$1.49M0.8%N/A0.942%
2/6/2024 Charles Schwab Investment Management Inc.592,762$31.19M0.0%-7.7%19.759%
2/6/2024 Avidian Wealth Solutions LLC4,077$215K0.0%N/A0.136%
2/2/2024 VCI Wealth Management LLC7,150$376K0.2%N/A0.238%
2/1/2024 RWA Wealth Partners LLC65,097$3.43M0.0%+225.7%2.170%
1/30/2024 Kades & Cheifetz LLC6,865$361K0.3%N/A0.229%
1/26/2024 Sequoia Financial Advisors LLC19,356$1.02M0.0%-3.0%0.645%
1/24/2024 O ROURKE & COMPANY Inc42,949$2.26M1.5%+29.2%1.432%
1/22/2024 Pallas Capital Advisors LLC126,222$6.64M0.4%+10.4%4.207%
1/22/2024 Miracle Mile Advisors LLC3,816$201K0.0%N/A0.127%
1/19/2024 Columbus Macro LLC10,273$540K0.2%+116.2%0.342%
1/16/2024 Myecfo LLC91,780$4.82M3.0%+7.9%3.059%
1/16/2024 CVA Family Office LLC1,209$64K0.0%N/A0.040%
1/12/2024 Carl Stuart Investment Advisor Inc.39,627$2.09M1.4%N/A1.321%
1/11/2024 Galvin Gaustad & Stein LLC6,722$354K0.0%N/A0.224%
1/10/2024 Creative Financial Designs Inc. ADV5,747$302K0.0%+118.5%0.192%
1/10/2024 Charles Schwab Trust Co124,779$6.57M0.6%+42.0%4.159%
1/9/2024 Wedmont Private Capital246,582$12.97M1.1%+119.0%8.219%
12/1/2023 B. Riley Wealth Advisors Inc.4,575$227K0.0%N/A0.153%
11/14/2023 O ROURKE & COMPANY Inc33,252$1.65M1.2%-1.1%1.108%
11/8/2023 Charles Schwab Investment Management Inc.642,018$31.83M0.0%-3.1%21.401%
11/8/2023 Sequoia Financial Advisors LLC19,961$990K0.0%-15.6%0.665%
10/26/2023 Myecfo LLC85,060$4.22M2.9%+24.8%2.835%
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10/23/2023 Balboa Wealth Partners9,000$446K0.2%N/A0.300%
10/20/2023 Charles Schwab Trust Co87,860$4.36M0.5%N/A2.929%
10/12/2023IFP Advisors Inc500$25K0.0%N/A0.017%
10/12/2023 AdvisorNet Financial Inc15,874$787K0.1%+53.2%0.529%
10/12/2023 Gleason Group Inc.7,458$370K0.1%N/A0.249%
10/11/2023 Adviser Investments LLC19,989$991K0.0%+368.1%0.666%
8/29/2023 Myecfo LLC68,180$3.53M1.8%+10.1%2.273%
8/21/2023 VitalStone Financial LLC676$35K0.0%N/A0.023%
8/10/2023 Cetera Advisors LLC6,976$362K0.0%+13.7%0.233%
8/10/2023 Charles Schwab Investment Management Inc.662,509$34.34M0.0%+0.3%22.084%
8/10/2023 Cetera Investment Advisers15,148$785K0.0%-3.4%0.505%
8/8/2023 Sequoia Financial Advisors LLC23,641$1.23M0.0%+39.1%0.788%
8/7/2023 TrinityPoint Wealth LLC24,817$1.29M0.3%+1.1%0.827%
7/28/2023 Koshinski Asset Management Inc.6,592$342K0.0%-42.3%0.269%
7/26/2023 Creative Financial Designs Inc. ADV1,630$84K0.0%+139.7%0.067%
7/25/2023 O ROURKE & COMPANY Inc33,632$1.74M1.2%+39.0%1.373%
7/21/2023 Columbus Macro LLC4,754$246K0.1%-6.9%0.194%
7/17/2023 Wedmont Private Capital115,778$5.99M0.6%+13.1%4.726%
7/14/2023 AdvisorNet Financial Inc10,365$537K0.0%+515.1%0.423%
7/10/2023 CVA Family Office LLC843$44K0.0%+319.4%0.034%
5/12/2023 O ROURKE & COMPANY Inc24,196$1.27M1.0%+5.2%1.030%
5/9/2023Column Capital Advisors LLC13,876$727K0.1%N/A0.590%
5/4/2023 TrinityPoint Wealth LLC24,535$1.29M0.3%+49.4%1.044%
5/3/2023 Element Wealth LLC2,240$117K0.1%N/A0.095%
4/28/2023 AdvisorNet Financial Inc1,685$88K0.0%N/A0.072%
4/26/2023 Adviser Investments LLC4,270$224K0.0%N/A0.182%
4/25/2023 Creative Financial Designs Inc. ADV680$36K0.0%N/A0.029%
4/25/2023 Sequoia Financial Advisors LLC16,992$890K0.0%-17.8%0.723%
4/18/2023IFP Advisors Inc4,280$214K0.0%+21.9%0.182%
4/12/2023 Koshinski Asset Management Inc.11,427$598K0.1%N/A0.571%
4/11/2023 Wedmont Private Capital102,326$5.37M0.7%+57.5%5.116%
2/13/2023 O ROURKE & COMPANY Inc23,003$1.18M0.9%N/A1.150%
2/10/2023 Sequoia Financial Advisors LLC20,663$1.06M0.0%N/A1.033%
2/7/2023 TrinityPoint Wealth LLC16,419$842K0.2%N/A0.821%
2/7/2023IFP Advisors Inc3,510$176K0.0%N/A0.176%
2/7/2023 Envestnet Asset Management Inc.28,852$1.48M0.0%N/A1.443%
2/3/2023 Columbus Macro LLC5,117$263K0.1%N/A0.256%
1/24/2023 Toth Financial Advisory Corp627$32K0.0%N/A0.031%
1/24/2023 RFP Financial Group LLC34,692$1.78M0.8%N/A1.735%
1/18/2023 Sequoia Financial Advisors LLC20,663$1.06M0.0%N/A1.653%
(Data available from 1/1/2016 forward)

SCMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCMB shares?

During the previous two years, 39 institutional investors and hedge funds held shares of Schwab Municipal Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($31.19M), Charles Schwab Trust Co ($14.43M), Wedmont Private Capital ($12.76M), Pallas Capital Advisors LLC ($6.64M), Beaird Harris Wealth Management LLC ($6.32M), Myecfo LLC ($4.50M), and CGN Advisors LLC ($4.46M).Learn more on SCMB's institutional investors.

Which institutional investors have been buying Schwab Municipal Bond ETF stock?

Of the 38 institutional investors that purchased Schwab Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Trust Co ($277.20K), Wedmont Private Capital ($185.41K), Beaird Harris Wealth Management LLC ($120.09K), CGN Advisors LLC ($85.64K), SageView Advisory Group LLC ($68.61K), RWA Wealth Partners LLC ($48.27K), and Sequoia Financial Advisors LLC ($47.98K).

How much institutional buying is happening at Schwab Municipal Bond ETF?

Institutional investors have bought a total of 1,281,380 shares in the last 24 months. This purchase volume represents approximately $66.54M in transactions.

Which Schwab Municipal Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold Schwab Municipal Bond ETF stock in the last 24 months: Charles Schwab Investment Management Inc. ($69.75K), Sequoia Financial Advisors LLC ($18.60K), Myecfo LLC ($5.28K), Koshinski Asset Management Inc. ($4.84K), B. Riley Wealth Advisors Inc. ($3.60K), Cetera Investment Advisers ($529.00), and O ROURKE & COMPANY Inc ($380.00).

How much institutional selling is happening at Schwab Municipal Bond ETF?

Institutional investors have sold a total of 103,327 shares in the last 24 months. This volume of shares sold represents approximately $5.35M in transactions.


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This page (NYSEARCA:SCMB) was last updated on 5/20/2024 by MarketBeat.com Staff

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