Security record · archived quarter
SCMB
Schwab Municipal Bond ETF · Financial Services · Asset Management - Bonds
38Tracked holders
+9Δ holders
95.60MShares held
$2.44BReported value
+11New positions
−2Exits
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
Ownership over time
| 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 | — | −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 | — | — |
Who holds it · Q1 2026
| # | 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 | Jane Street Group, Llc | 868.53K | New | $22.13M | 0.0% | New | 1 | SEC ↗ |
| 5 | Creative Planning | 748.84K | +1659.3% | $19.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 726.39K | +400.8% | $18.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 328.20K | -33.0% | $8.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Quantinno Capital Management LP | 300.66K | +214.3% | $7.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 281.42K | +35.1% | $7.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 138.47K | +1.8% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 135.92K | +6.7% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 88.35K | +5.5% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Captrust Financial Advisors | 80.97K | +10.3% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 72.71K | New | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 67.60K | +16.6% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 65.11K | +10.8% | $1.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Mariner, LLC | 63.17K | -1.6% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | Osaic Holdings, Inc. | 53.05K | -20.6% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Royal Bank Of Canada | 51.42K | -67.2% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Commonwealth Equity Services, Llc | 45.88K | +83.5% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | LPL Financial LLC | 42.35K | +22.1% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 39.80K | New | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 38.07K | +31.8% | $970,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 20.98K | New | $534,494 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 20.75K | New | $528,637 | 0.0% | New | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 20.52K | +27.3% | $522,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Corient Private Wealth LP | 12.56K | -48.6% | $320,149 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 12.42K | New | $316,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 10.05K | New | $256,101 | 0.0% | New | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 8.62K | -9.2% | $219,765 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 5.70K | -37.2% | $145,134 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Cwm, Llc | 2.81K | +27.6% | $71,522 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 1.03K | +39.7% | $26,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 846 | -80.1% | $21,560 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Bank Of Montreal /Can/ | 749 | New | $19,077 | 0.0% | New | 1 | SEC ↗ |
| 36 | UBS Group AG | 287 | New | $7,312 | 0.0% | New | 1 | SEC ↗ ×2 |
| 37 | UBS AM, a distinct business unit of… | 134 | New | $3,414 | 0.0% | New | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 111 | New | $2,828 | 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
| Jane Street Group, Llc | $22.13M | 0.0% |
| Susquehanna International… | $1.85M | 0.0% |
| Renaissance Technologies | $1.01M | 0.0% |
| Citadel Advisors | $534,494 | 0.0% |
| Fidelity (FMR) | $528,637 | 0.0% |
| Hrt Financial Lp | $316,000 | 0.0% |
| Focus Partners Wealth | $256,101 | 0.0% |
| Bank Of Montreal /Can/ | $19,077 | 0.0% |
| UBS Group AG | $7,312 | 0.0% |
| UBS AM, a distinct business… | $3,414 | 0.0% |
| Rockefeller Capital… | $2,828 | 0.0% |
Exited
| Goldman Sachs Group | $402,088 | was 0.0% |
| Cerity Partners LLC | $238,982 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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