SCMB
Schwab Municipal Bond ETF · Financial Services · Asset Management - Bonds
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.3% ·
aandelenstroom -2.5% ·
netto nieuwe posities -3.4%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | +1 | 105.42M | $2.72B | +6 | −6 |
| Q1 2026 | 38 | +9 | 95.60M | $2.44B | +11 | −2 |
| Q4 2025 | 29 | -1 | 70.34M | $1.81B | — | −1 |
| Q3 2025 | 5 | +1 | 2.00M | $51.26M | +1 | — |
| Q2 2025 | 1 | 0 | 58.76K | $1.48M | +1 | −1 |
| Q1 2025 | 1 | 0 | 20.62K | $523,180 | — | — |
| Q4 2024 | 1 | 0 | 42.92K | $1.10M | — | — |
| Q3 2024 | 1 | 0 | 20.18K | $1.06M | — | — |
| Q2 2024 | 1 | — | 3.91K | $200,923 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 65.62M | — | $1.69B | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 2.10M | — | $54.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 635.73K | — | $16.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wealth Enhancement Advisory… | 489.81K | — | $12.65M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 208.32K | — | $5.37M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 156.66K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 145.04K | — | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 136.07K | -92.5% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 127.35K | — | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Quantinno Capital Management LP | 95.64K | — | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 83.72K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Captrust Financial Advisors | 73.41K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 66.80K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mariner, LLC | 64.21K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | AQR Capital Management ✦ | 58.76K | 0.0% | $1.51M | 0.0% | Held | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 57.97K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Creative Planning | 42.56K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | LPL Financial LLC | 34.68K | — | $893,254 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 28.88K | — | $743,967 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 25.00K | — | $644,060 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 24.47K | — | $630,296 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | HighTower Advisors, LLC | 16.12K | — | $415,333 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 15.61K | -87.2% | $402,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 9.49K | — | $244,565 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 9.28K | — | $238,982 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Morgan Stanley ✦ | 9.08K | +76.8% | $233,855 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Wells Fargo & Company/Mn | 4.25K | — | $109,358 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Cwm, Llc | 2.20K | — | $57,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 738 | — | $19,011 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $281,044 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 167 houders, 105.89M aandelen, $2.69B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.