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SCMB · Schwab Municipal Bond ETF ETF

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$24.92 +0.04 (+0.16%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $6,468,838
Total Shares: 250,536

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2025
Top Holder
88.5%
Dec 2022 → Jun 2026 · range 0.0% – 100.0%
−11.5 pts
Top 5
100.0%
Dec 2022 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2022 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
HHI
7,894
Dec 2022 → Jun 2026 · range 0 – 10,000
Highly concentrated−2,106

Quarterly Activity

vs Mar 31, 2025
New
3
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +2
Institutional value: +647.7%
Shares held: +634.7%

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 221,635 $5,722,615
Corient Private Wealth LLC 16,875 $435,712
January Capital Advisors LLC 12,026 $310,511

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
B. Riley Wealth Advisors, Inc. 34,100 $865,117
Filter: New 3 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC SCMB $5,722,615 88.46% 221,635
Corient Private Wealth LLC SCMB $435,712 6.74% 16,875
January Capital Advisors LLC SCMB $310,511 4.80% 12,026