Schwab Municipal Bond

SCMB • ARCA

Schwab Municipal Bond is an exchange-traded fund on ARCA. As of Q3 2025, 127 institutional investors hold shares in this ETF, with total holdings valued at $1.9B. SCHWAB CHARLES INVESTMENT MANAGEMENT INC is the largest holder with a position valued at $1.5B.

Overview

Overview of institutional ownership in SCMB as of Q3 2025

All Institutions

Institutions: 127
Value Held: $1.9B
Shares Held: 73.4M
Avg Position: $14.8M
Median Position: $620.9K

Hedge Funds

Hedge Funds: 4
Value Held: $5.6M
Shares Held: 220.5K
Avg Position: $1.4M
Median Position: $1.5M

Biggest Investors

Institutions with the largest positions in SCMB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$1.5B 0.25% of portfolio	59.8M shares	Q1 2023 Held for 2y 8m	$620.51B
J JONES FINANCIAL COMPANIES LLLP Institution	-	$45.4M 0.03% of portfolio	1.8M shares	Q4 2024 Held for 11 months	$146.70B
Streettalk Advisors, LLC RIA/Wealth	James Luke Patterson CEO	$39.6M 1.50% of portfolio	1.5M shares	Q2 2025 Held for 5 months	$2.7B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$23.1M 0.00% of portfolio	902.3K shares	Q3 2023 Held for 2y 2m	$1.56T
C Charles Schwab Trust Co Institution	-	$20.5M 1.39% of portfolio	802.1K shares	Q3 2023 Held for 2y 2m	$1.5B
Pallas Capital Advisors LLC RIA/Wealth	Richard Sholes Mullen CEO	$20.0M 0.74% of portfolio	780.9K shares	Q3 2023 Held for 2y 2m	$2.7B
Fort Point Capital Partners, LLC Fund of Funds	Timothy Todd Mcdowell Managing Partner	$18.4M 2.38% of portfolio	719.5K shares	Q4 2024 Held for 11 months	$775.7M
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$15.4M 0.00% of portfolio	603.0K shares	Q2 2023 Held for 2y 5m	$1.33T
UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth	James Francis Rivers President	$14.6M 0.11% of portfolio	570.0K shares	Q2 2024 Held for 1y 5m	$13.8B
Wedmont Private Capital RIA/Wealth	James Luce Pelletier Founder	$12.5M 0.47% of portfolio	489.4K shares	Q4 2022 Held for 2y 11m	$2.7B

Net Capital Flow

Institutional buying and selling activity for SCMB in Q3 2025

Traded: +$234.7M
Buyers: 86
Sellers: 29
Total Bought: +$292.9M
Total Sold: −$58.2M
Avg Position: $14.1M

Biggest Buyers

Institution	Net Bought	Current Position
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$183.9M +7.2M shares	$1.5B 59.8M shares
Streettalk Advisors, LLC RIA/Wealth	+$37.7M +1.5M shares	$39.6M 1.5M shares
JPMORGAN CHASE & CO Institution	+$19.8M +773.5K shares	$23.1M 902.3K shares
O OLD MISSION CAPITAL LLC Institution	+$5.4M +210.3K shares	$5.4M 210.3K shares
T Torrey Growth & Income Advisors RIA/Wealth	+$4.5M +176.5K shares	$4.5M 176.5K shares
BANK OF AMERICA CORP /DE/ Institution	+$3.8M +149.0K shares	$15.4M 603.0K shares
GOLDMAN SACHS GROUP INC Institution	+$3.1M +122.1K shares	$3.1M 122.1K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$2.9M +112.7K shares	$4.9M 190.9K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$2.8M +107.9K shares	$11.0M 428.2K shares
UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth	+$2.8M +107.7K shares	$14.6M 570.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
J JONES FINANCIAL COMPANIES LLLP Institution	−$30.1M −1.2M shares	$45.4M 1.8M shares
Fort Point Capital Partners, LLC Fund of Funds	−$13.4M −522.0K shares	$18.4M 719.5K shares
J JANE STREET GROUP, LLC Institution	−$6.8M −266.0K shares	$6.6M 256.0K shares
V VanderPol Investments L.L.C. RIA/Wealth	−$1.5M −58.8K shares	$647.4K 25.0K shares
R ROYAL BANK OF CANADA Institution	−$1.2M −48.6K shares	$2.1M 82.1K shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	−$1.0M −41.0K shares	$1.5M 59.0K shares
Resonant Capital Advisors, LLC RIA/Wealth	−$837.4K −32.7K shares	$213.8K 8.3K shares
C CI Private Wealth, LLC RIA/Wealth	−$665.4K −26.4K shares	Sold Off 0 shares
LLBH Private Wealth Management, LLC RIA/Wealth	−$575.6K −22.5K shares	$633.2K 24.7K shares
VESTIA PERSONAL WEALTH ADVISORS RIA/Wealth	−$471.6K −18.7K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SCMB in Q3 2025

New Positions: 19
New Value: $10.2M
Exited Positions: 6
Exited Value: $1.7M

New Positions

Institution	Position Value
T Torrey Growth & Income Advisors RIA/Wealth	$4.5M 176.5K shares
MANNING & NAPIER ADVISORS LLC RIA/Wealth	$2.1M 81.1K shares
S Shared Vision Wealth Group LLC RIA/Wealth	$828.8K 32.0K shares
Blueprint Investment Partners LLC Long Only Manager	$620.9K 24.2K shares
Clear Creek Financial Management, LLC RIA/Wealth	$515.1K 20.1K shares
Advyzon Investment Management, LLC RIA/Wealth	$513.2K 20.0K shares
Consolidated Portfolio Review Corp RIA/Wealth	$415.4K 16.2K shares
AMERIPRISE FINANCIAL INC Institution	$221.0K 8.6K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	$211.0K 8.2K shares
Alteri Wealth LLC RIA/Wealth	$207.1K 8.1K shares

Exited Positions

Institution	Previous Position
C CI Private Wealth, LLC RIA/Wealth	$665.4K 26.4K shares
VESTIA PERSONAL WEALTH ADVISORS RIA/Wealth	$471.6K 18.7K shares
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution	$209.7K 8.3K shares
A Atlantic Trust Group, LLC Institution	$151.1K 6.0K shares
Emerald Investment Partners, LLC RIA/Wealth	$144.1K 5.7K shares
Halbert, Hargrove/Russell LLC RIA/Wealth	$17.6K 700.0 shares

Options Activity

Institutions with the largest Call and Put options positions in SCMB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SCMB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Fort Point Capital Partners, LLC Fund of Funds	Timothy Todd Mcdowell Managing Partner	2.38% $18.4M	719.5K shares	Q4 2024 Held for 11 months	$775.7M
MYECFO, LLC RIA/Wealth	Michael Robert Munson CIO	1.74% $3.8M	149.7K shares	Q4 2022 Held for 2y 11m	$219.8M
Streettalk Advisors, LLC RIA/Wealth	James Luke Patterson CEO	1.50% $39.6M	1.5M shares	Q2 2025 Held for 5 months	$2.7B
C Charles Schwab Trust Co Institution	-	1.39% $20.5M	802.1K shares	Q3 2023 Held for 2y 2m	$1.5B
T Torrey Growth & Income Advisors RIA/Wealth	George Richard Hoover Managing Partner	1.33% $4.5M	176.5K shares	Q3 2025 Held for 2 months	$339.8M
V VanderPol Investments L.L.C. RIA/Wealth	Mark Adam Vanderpol President	1.29% $647.4K	25.0K shares	Q1 2024 Held for 1y 8m	$50.2M
PURE PORTFOLIOS HOLDINGS LLC RIA/Wealth	William Allen Weber Managing Partner	0.96% $3.1M	120.3K shares	Q1 2025 Held for 8 months	$319.8M
O O'ROURKE & COMPANY, Inc RIA/Wealth	Brian Christopher Orourke President	0.77% $1.8M	71.8K shares	Q4 2022 Held for 2y 11m	$238.4M
Pallas Capital Advisors LLC RIA/Wealth	Richard Sholes Mullen CEO	0.74% $20.0M	780.9K shares	Q3 2023 Held for 2y 2m	$2.7B
Garrett Investment Advisors LLC RIA/Wealth	Chad Edward Chase Managing Partner	0.58% $7.0M	271.7K shares	Q1 2024 Held for 1y 8m	$1.2B

Hedge Fund Spotlight

Discover hedge funds investing in SCMB

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in Schwab Municipal Bond

Market Value: $2.4M
Shares Held: 91.8K
Portfolio Weight: 0.01%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
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