Security record · archived quarter
SCMB
Schwab Municipal Bond ETF · Financial Services · Asset Management - Bonds
38Tracked holders
+1Δ holders
105.44MShares held
$2.72BReported value
+6New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +2.7% ·
share flow +10.3% ·
net new positions +2.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +1 | 105.44M | $2.72B | +6 | −5 |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 74.89M | +12.9% | $1.93B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 23.33M | +6.3% | $602.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 23.33M | +6.3% | $602.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 23.33M | +6.3% | $602.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 3.48M | +16.8% | $89.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 3.48M | +16.8% | $89.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 861.00K | +18.5% | $22.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 385.68K | +17.5% | $9.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Quantinno Capital Management LP | 306.19K | +1.8% | $7.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 276.10K | +593.7% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 221.63K | +956.6% | $5.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 216.72K | +56.5% | $5.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 216.72K | +56.5% | $5.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 176.94K | -37.1% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 148.81K | +68.4% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 148.81K | +68.4% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 147.24K | +247.7% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 135.90K | 0.0% | $3.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mariner, LLC | 116.46K | +84.4% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mariner, LLC | 116.46K | +84.4% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 114.71K | +41.7% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 100.00K | New | $2.58M | 0.0% | New | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 85.25K | +60.7% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 85.25K | +60.7% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Creative Planning | 71.88K | -90.4% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 67.72K | +0.2% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 57.52K | -11.7% | $1.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 43.45K | +14.1% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 42.97K | -16.4% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 33.58K | +61.9% | $866,984 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Corient Private Wealth LP | 28.67K | +128.2% | $740,212 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 20.48K | -55.4% | $528,657 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 19.77K | -3.7% | $510,530 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cerity Partners LLC | 15.64K | New | $403,713 | 0.0% | New | 1 | SEC ↗ |
| 35 | Focus Partners Wealth | 12.95K | +28.8% | $334,231 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fisher Asset Management ✦ | 8.73K | New | $225,323 | 0.0% | New | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 8.62K | 0.0% | $222,698 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Lido Advisors, LLC | 8.27K | New | $213,402 | 0.0% | New | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 5.71K | +0.3% | $147,561 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 3.53K | +316.8% | $91,048 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 3.53K | +316.8% | $91,048 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 809 | -21.5% | $20,888 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 749 | 0.0% | $19,339 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 357 | New | $9,218 | 0.0% | New | 1 | SEC ↗ |
| 45 | UBS Group AG | 134 | -53.3% | $3,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | BlackRock ✦ (passive) | 25 | New | $646 | 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
| Goldman Sachs Group | $2.58M | 0.0% |
| Cerity Partners LLC | $403,713 | 0.0% |
| Fisher Asset Management | $225,323 | 0.0% |
| Lido Advisors, LLC | $213,402 | 0.0% |
| Russell Investments Group… | $9,218 | 0.0% |
| BlackRock | $646 | 0.0% |
Exited
| Jane Street Group, Llc | $22.13M | was 0.0% |
| Susquehanna International… | $1.85M | was 0.0% |
| Hrt Financial Lp | $316,000 | was 0.0% |
| UBS AM, a distinct business… | $3,414 | was 0.0% |
| Rockefeller Capital… | $2,828 | 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: Q2 2026 ·
Methodology ·
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