SCMB
Schwab Municipal Bond ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | n/a | −1 |
| Q3 2025 | 5 | +1 | 2.00M | $51.26M | +1 | n/a |
| Q2 2025 | 1 | 0 | 58.76K | $1.48M | +1 | −1 |
| Q1 2025 | 1 | 0 | 20.62K | $523,180 | n/a | n/a |
| Q4 2024 | 1 | 0 | 42.92K | $1.10M | n/a | n/a |
| Q3 2024 | 1 | 0 | 20.18K | $1.06M | n/a | n/a |
| Q2 2024 | 1 | n/a | 3.91K | $200,923 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 66.31M | +1.1% | $1.69B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 21.96M | +3354.2% | $559.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Jones Financial Companies Lllp | 2.98M | +41.6% | $75.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Mml Investors Services, Llc | 281.42K | +35.1% | $7.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 138.47K | +1.8% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 135.92K | +6.7% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 88.35K | +5.5% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | AQR Capital Management ✦ | 65.11K | +10.8% | $1.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Royal Bank Of Canada | 51.42K | -67.2% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 45.88K | +83.5% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 39.80K | New | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 38.07K | +31.8% | $970,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 20.75K | New | $528,637 | 0.0% | New | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 8.62K | -9.2% | $219,765 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 5.70K | -37.2% | $145,134 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Wells Fargo & Company/Mn | 846 | -80.1% | $21,560 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Bank Of Montreal /Can/ | 749 | New | $19,077 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS AM, a distinct business unit of… | 134 | New | $3,414 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $1.01M | 0.0% |
| Fidelity (FMR) | $528,637 | 0.0% |
| Bank Of Montreal /Can/ | $19,077 | 0.0% |
| UBS AM, a distinct business… | $3,414 | 0.0% |
Exited
| Goldman Sachs Group | $402,088 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 167 holders, 105.89M shares, $2.69B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.