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Schwab Municipal Bond ETF (SCMB)

CUSIP: 808524649 | NYSE | 303 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Avidian Wealth Enterprises, LLC2,232,098
1.5% of portfolio›$53.9M
Crestwood Advisors Group, LLC982,371
0.4% of portfolio›$23.7M
Wedmont Private Capital471,085
0.3% of portfolio›$11.3M
Resonant Capital Advisors, LLC420,371
0.5% of portfolio›$10.2M
Wealth Enhancement Advisory Services, LLC390,225
0.0% of portfolio›$9.4M
Charles Schwab Trust Co254,695
0.4% of portfolio›$6.2M
Vise Technologies, Inc.243,912
0.0% of portfolio›$5.9M
Perigon Wealth Management, LLC237,644
0.1% of portfolio›$5.7M
Myecfo, LLC186,910
1.7% of portfolio›$4.5M
Values Added Financial LLC173,170
1.5% of portfolio›$4.2M
Compass Financial Group, Inc160,078
0.4% of portfolio›$3.9M
Rosenberg Matthew Hamilton157,341
0.7% of portfolio›$3.8M
Archer Investment Management, LLC108,963
0.8% of portfolio›$2.6M
Liberty Capital Management, Inc.108,450
0.4% of portfolio›$2.6M
Ferguson Wellman Capital Management, Inc103,116
0.0% of portfolio›$2.5M
Vested Financial Planning, LLC85,980
1.5% of portfolio›$2.1M
Creative Planning84,518
0.0% of portfolio›$2.0M
Creative Financial Designs Inc80,874
0.1% of portfolio›$2.0M
CGN Advisors LLC74,717
0.1% of portfolio›$1.8M
Kestra Advisory Services, LLC54,078
0.0% of portfolio›$1.3M
Choreo, LLC53,717
0.0% of portfolio›$1.3M
Concurrent Investment Advisors, LLC53,641
0.0% of portfolio›$1.3M
Meridian Wealth Management, LLC52,675
0.0% of portfolio›$1.3M
Ackerman Capital Advisors, LLC51,039
0.2% of portfolio›$1.2M
Columbus Macro, LLC50,943
0.1% of portfolio›$1.2M
Stolz & Associates, PS50,490
0.7% of portfolio›$1.2M
Torrey Growth & Income Advisors49,874
0.4% of portfolio›$1.2M
Verus Financial Partners, Inc.48,690
0.1% of portfolio›$1.2M
Family Capital Management, Inc.47,894
0.4% of portfolio›$1.2M
EverSource Wealth Advisors, LLC43,561
0.0% of portfolio›$1.1M
Asset Allocation Strategies LLC43,367
0.2% of portfolio›$1.0M
Acorn Wealth Advisors, LLC40,619
0.2% of portfolio›$981.4K
Breakwater Investment Management38,983
0.3% of portfolio›$941.8K
Integrity Alliance, Llc.37,653
0.0% of portfolio›$909.7K
Cambridge Investment Research Advisors, Inc.36,848
0.0% of portfolio›$890
Aprio Wealth Management, LLC35,671
0.0% of portfolio›$861.8K
TSA Wealth Managment LLC34,766
0.2% of portfolio›$839.9K
MGO One Seven LLC34,000
0.0% of portfolio›$821.4K
IFP Advisors, Inc33,357
0.0% of portfolio›$805.9K
Kingswood Wealth Advisors, LLC33,316
0.0% of portfolio›$804.9K
Gleason Group, Inc.31,010
0.1% of portfolio›$749.2K
Cap Partners, LLC29,253
0.3% of portfolio›$706.7K
RMG Wealth Management LLC27,676
0.1% of portfolio›$680.3K
Cypress Wealth Services, LLC27,645
0.1% of portfolio›$665.1K
Legacy Wealth Management, LLC27,045
0.0% of portfolio›$653.4K
Clear Creek Financial Management, LLC26,458
0.0% of portfolio›$639.2K
Accredited Investors Inc.25,674
0.0% of portfolio›$620.3K
SigFig Wealth Management, LLC25,585
0.0% of portfolio›$618.1K
Symmetry Partners, LLC25,266
0.0% of portfolio›$610.4K
Hoxton Planning & Management, LLC23,933
0.1% of portfolio›$578.2K
Blueprint Financial Advisors LLC23,345
0.1% of portfolio›$564.0K
Blueprint Investment Partners LLC23,345
0.0% of portfolio›$564.0K
Breakwater Capital Group22,272
0.1% of portfolio›$538.1K
Procyon Advisors, LLC20,773
0.0% of portfolio›$501.9K
Kestra Investment Management, LLC20,584
0.0% of portfolio›$497.3K
Daymark Wealth Partners, LLC20,283
0.0% of portfolio›$490.0K
Altiora Financial Group, LLC20,000
0.1% of portfolio›$483.2K
West Paces Advisors Inc.19,570
0.1% of portfolio›$472.8K
Gill Capital Partners, LLC19,351
0.1% of portfolio›$467.5K
Brookstone Capital Management19,293
0.0% of portfolio›$466.1K
Roan Capital Partners19,221
0.3% of portfolio›$464.4K
LifeGoal Investments, LLC18,732
0.1% of portfolio›$452.6K
Golden Bell Financial Planning LLC18,231
0.3% of portfolio›$440.5K
Signature Estate & Investment Advisors LLC17,400
0.0% of portfolio›$420.4K
CoreCap Advisors, LLC17,122
0.0% of portfolio›$413.7K
Unify Financial Advisors17,000
0.4% of portfolio›$410.7K
Websterrogers Financial Advisors, LLC16,631
0.1% of portfolio›$401.8K
Grant Street Asset Management, Inc.16,489
0.1% of portfolio›$398.4K
Morton Brown Family Wealth, LLC16,291
0.1% of portfolio›$393.6K
Beese Fulmer Investment Management, Inc.16,220
0.0% of portfolio›$391.9K
Chapman Financial Group, LLC16,100
0.3% of portfolio›$389.0K
Compass Financial Management LLC16,054
0.0% of portfolio›$387.9K
Carrera Capital Advisors15,898
0.1% of portfolio›$384.1K
Pinnacle Bancorp, Inc.14,888
0.1% of portfolio›$359.7K
Commonwealth Equity Services, LLC14,868
0.0% of portfolio›$359.2K
Lido Advisors, LLC14,787
0.0% of portfolio›$357.3K
Farther Finance Advisors, LLC14,680
0.0% of portfolio›$354.7K
Brighton Jones LLC14,257
0.0% of portfolio›$344.5K
Revisor Wealth Management LLC14,120
0.1% of portfolio›$345.8K
Hurlow Wealth Management Group, Inc.13,957
0.1% of portfolio›$337.2K
AdvisorNet Financial, Inc13,208
0.0% of portfolio›$321.1K
Old National Bancorp13,000
0.0% of portfolio›$314.1K
McAdam, LLC12,889
0.0% of portfolio›$311.4K
Financial Life Advisors12,776
0.1% of portfolio›$308.7K
Landmark Wealth Management, LLC11,574
0.1% of portfolio›$279.6K
Cape Investment Advisory, Inc.11,549
0.1% of portfolio›$279.0K
FF Advisors,LLC10,434
0.1% of portfolio›$252.1K
Balboa Wealth Partners10,045
0.0% of portfolio›$242.7K
Greenspring Advisors, LLC9,740
0.0% of portfolio›$235.3K
Heartwood Wealth Advisors LLC9,243
0.0% of portfolio›$223.3K
Key Client Fiduciary Advisors, LLC8,950
0.1% of portfolio›$216.2K
Northern Lights Advisors, Inc.8,907
0.1% of portfolio›$215.2K
Fairway Wealth LLC7,430
0.0% of portfolio›$179.5K
Capital Investment Advisory Services, LLC4,728
0.0% of portfolio›$113.4K
Next Level Wealth Planning, LLC3,957
0.0% of portfolio›$95.6K
Trust Co2,403
0.0% of portfolio›$58.0K
Buck Wealth Strategies, LLC1,917
0.0% of portfolio›$46.3K
Root Financial Partners, LLC1,858
0.0% of portfolio›$44.9K
Blue Trust, Inc.1,295
0.0% of portfolio›$31.3K
Friedenthal Financial1,170
0.0% of portfolio›$28.3K
Signature Resources Capital Management, LLC1,101
0.0% of portfolio›$26.6K
EPG Wealth Management LLC750
0.0% of portfolio›$18.1K
Latitude Advisors, LLC481
0.0% of portfolio›$11.6K
Abound Wealth Management345
0.0% of portfolio›$8.3K
Chilton Capital Management LLC327
0.0% of portfolio›$7.9K
Maryland Capital Advisors Inc.45
0.0% of portfolio›$1.1K
High Note Wealth, LLC34
0.0% of portfolio›$821
StyleTurnoverLocationFiled
Avidian Wealth Enterprises, LLC
2,232,098$53.9M1.5%ETFLowHouston, TX2026-10-08
Crestwood Advisors Group, LLC
982,371$23.7M0.4%GrowthLowBoston, MA2026-10-27
Wedmont Private Capital
471,085$11.3M0.3%IndexVery LowWest Chester, PA2026-10-09
Resonant Capital Advisors, LLC
420,371$10.2M0.5%ETFLowMadison, WI2026-10-15
Wealth Enhancement Advisory Services, LLC
390,225$9.4M0.0%CoreLowPlymouth, MN2026-10-13
Charles Schwab Trust Co
254,695$6.2M0.4%ETFLowHenderson, NV2026-10-15
Vise Technologies, Inc.
243,912$5.9M0.0%IndexLowNew York, NY2026-10-29
Perigon Wealth Management, LLC
237,644$5.7M0.1%GrowthLowSan Francisco, CA2026-10-22
Myecfo, LLC
186,910$4.5M1.7%ETFVery LowLa Jolla, CA2026-10-14
Values Added Financial LLC
173,170$4.2M1.5%ETFLowWashington, DC2026-10-28
Compass Financial Group, Inc
160,078$3.9M0.4%ETFVery LowSioux Falls, SD2026-10-13
Rosenberg Matthew Hamilton
157,341$3.8M0.7%ETFVery LowGrand Junction, CO2026-10-05
Archer Investment Management, LLC
108,963$2.6M0.8%ETFHighAustin, TX2026-10-13
Liberty Capital Management, Inc.
108,450$2.6M0.4%CoreVery LowBirmingham, MI2026-11-02
Ferguson Wellman Capital Management, Inc
103,116$2.5M0.0%CoreLowPortland, OR2026-10-05
Vested Financial Planning, LLC
85,980$2.1M1.5%ETFMediumSan Carlos, CA2026-10-28
Creative Planning
84,518$2.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Creative Financial Designs Inc
80,874$2.0M0.1%ETFMediumKokomo, IN2026-11-04
CGN Advisors LLC
74,717$1.8M0.1%ETFLowManhattan, KS2026-10-21
Kestra Advisory Services, LLC
54,078$1.3M0.0%CoreLowAustin, TX2026-11-02
Choreo, LLC
53,717$1.3M0.0%IndexLowRockford, IL2026-10-28
Concurrent Investment Advisors, LLC
53,641$1.3M0.0%GrowthMediumTampa, FL2026-10-16
Meridian Wealth Management, LLC
52,675$1.3M0.0%GrowthLowLexington, KY2026-11-05
Ackerman Capital Advisors, LLC
51,039$1.2M0.2%ETFLowDallas, TX2026-10-30
Columbus Macro, LLC
50,943$1.2M0.1%YieldMediumNew Castle, PA2026-10-14
Stolz & Associates, PS
50,490$1.2M0.7%ETFLowTacoma, WA2026-11-05
Torrey Growth & Income Advisors
49,874$1.2M0.4%CoreMediumDel Mar, CA2026-11-04
Verus Financial Partners, Inc.
48,690$1.2M0.1%ETFVery LowRichmond, VA2026-10-29
Family Capital Management, Inc.
47,894$1.2M0.4%ETFLowGrand Rapids, MI2026-11-03
EverSource Wealth Advisors, LLC
43,561$1.1M0.0%CoreMediumBirmingham, AL2026-11-04
Asset Allocation Strategies LLC
43,367$1.0M0.2%ETFMediumFarmington, MI2026-10-20
Acorn Wealth Advisors, LLC
40,619$981.4K0.2%ETFLowGrand Blanc, MI2026-10-19
Breakwater Investment Management
38,983$941.8K0.3%ETFLowSeattle, WA2026-10-20
Integrity Alliance, Llc.
37,653$909.7K0.0%ETFMediumUrbandale, IA2026-10-29
Cambridge Investment Research Advisors, Inc.
36,848$8900.0%ETFLowFairfield, IA2026-11-02
Aprio Wealth Management, LLC
35,671$861.8K0.0%ETFMediumAtlanta, GA2026-10-28
TSA Wealth Managment LLC
34,766$839.9K0.2%ETFMediumHouston, TX2026-10-22
MGO One Seven LLC
34,000$821.4K0.0%GrowthLowBeachwood, OH2026-10-28
IFP Advisors, Inc
33,357$805.9K0.0%GrowthLowTampa, FL2026-10-16
Kingswood Wealth Advisors, LLC
33,316$804.9K0.0%GrowthLowSan Diego, CA2026-10-23
Gleason Group, Inc.
31,010$749.2K0.1%ETFVery LowProspect, KY2026-10-15
Cap Partners, LLC
29,253$706.7K0.3%ETFLowFranklin, TN2026-10-19
RMG Wealth Management LLC
27,676$680.3K0.1%ETFVery HighPlatteville, WI2026-10-26
Cypress Wealth Services, LLC
27,645$665.1K0.1%ETFLowPalm Desert, CA2026-10-21
Legacy Wealth Management, LLC
27,045$653.4K0.0%ETFLowMemphis, TN2026-10-22
Clear Creek Financial Management, LLC
26,458$639.2K0.0%ETFMediumSilverdale, WA2026-10-28
Accredited Investors Inc.
25,674$620.3K0.0%ETFLowEdina, MN2026-11-03
SigFig Wealth Management, LLC
25,585$618.1K0.0%ETFLowSan Francisco, CA2026-10-07
Symmetry Partners, LLC
25,266$610.4K0.0%ETFLowGlastonbury, CT2026-10-27
Hoxton Planning & Management, LLC
23,933$578.2K0.1%ETFLowShepherdstown, WV2026-10-15
Blueprint Financial Advisors LLC
23,345$564.0K0.1%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
23,345$564.0K0.0%ETFMediumGreensboro, NC2026-10-28
Breakwater Capital Group
22,272$538.1K0.1%ETFLowParamus, NJ2026-10-09
Procyon Advisors, LLC
20,773$501.9K0.0%CoreVery LowShelton, CT2026-10-21
Kestra Investment Management, LLC
20,584$497.3K0.0%ETFMediumAustin, TX2026-11-04
Daymark Wealth Partners, LLC
20,283$490.0K0.0%CoreLowCincinnati, OH2026-11-04
Altiora Financial Group, LLC
20,000$483.2K0.1%ETFLowLebanon, OH2026-11-04
West Paces Advisors Inc.
19,570$472.8K0.1%ETFLowAtlanta, GA2026-10-13
Gill Capital Partners, LLC
19,351$467.5K0.1%ETFLowDenver, CO2026-10-13
Brookstone Capital Management
19,293$466.1K0.0%ETFMediumWheaton, IL2026-10-22
Roan Capital Partners
19,221$464.4K0.3%ETFMediumJohnson City, TN2026-10-09
LifeGoal Investments, LLC
18,732$452.6K0.1%ETFLowSaratoga Springs, NY2026-10-09
Golden Bell Financial Planning LLC
18,231$440.5K0.3%ETFVery LowAlpharetta, GA2026-11-02
Signature Estate & Investment Advisors LLC
17,400$420.4K0.0%ETFMediumLos Angeles, CA2026-10-13
CoreCap Advisors, LLC
17,122$413.7K0.0%ETFMediumSouthfield, MI2026-10-08
Unify Financial Advisors
17,000$410.7K0.4%ETFMediumClearwater, FL2026-11-03
Websterrogers Financial Advisors, LLC
16,631$401.8K0.1%ETFVery LowFlorence, SC2026-11-02
Grant Street Asset Management, Inc.
16,489$398.4K0.1%ETFVery LowCanonsburg, PA2026-10-26
Morton Brown Family Wealth, LLC
16,291$393.6K0.1%ETFVery LowAllentown, PA2026-10-23
Beese Fulmer Investment Management, Inc.
16,220$391.9K0.0%CoreLowCanton, OH2026-10-23
Chapman Financial Group, LLC
16,100$389.0K0.3%CoreVery LowHonolulu, HI2026-10-26
Compass Financial Management LLC
16,054$387.9K0.0%CoreN/ATampa, FL2026-10-30
Carrera Capital Advisors
15,898$384.1K0.1%ETFMediumTroy, MI2026-11-03
Pinnacle Bancorp, Inc.
14,888$359.7K0.1%CoreVery LowBeatrice, NE2026-10-21
Commonwealth Equity Services, LLC
14,868$359.2K0.0%ETFLowWaltham, MA2026-11-02
Lido Advisors, LLC
14,787$357.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Farther Finance Advisors, LLC
14,680$354.7K0.0%IndexLowSan Francisco, CA2026-10-08
Brighton Jones LLC
14,257$344.5K0.0%CoreVery LowSeattle, WA2026-11-03
Revisor Wealth Management LLC
14,120$345.8K0.1%CoreLowAkron, OH2026-10-20
Hurlow Wealth Management Group, Inc.
13,957$337.2K0.1%ETFVery LowBloomington, IN2026-10-29
AdvisorNet Financial, Inc
13,208$321.1K0.0%ETFLowMinnetonka, MN2026-10-15
Old National Bancorp
13,000$314.1K0.0%CoreLowEvansville, IN2026-10-20
McAdam, LLC
12,889$311.4K0.0%ETFLowPhiladelphia, PA2026-10-21
Financial Life Advisors
12,776$308.7K0.1%ETFLowSan Antonio, TX2026-10-14
Landmark Wealth Management, LLC
11,574$279.6K0.1%ETFVery LowMelville, NY2026-11-03
Cape Investment Advisory, Inc.
11,549$279.0K0.1%ETFLowMcdonough, GA2026-10-13
FF Advisors,LLC
10,434$252.1K0.1%ETFLowManhattan Beach, CA2026-10-21
Balboa Wealth Partners
10,045$242.7K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Greenspring Advisors, LLC
9,740$235.3K0.0%ETFVery LowTowson, MD2026-11-05
Heartwood Wealth Advisors LLC
9,243$223.3K0.0%ETFLowRichmond, VA2026-10-05
Key Client Fiduciary Advisors, LLC
8,950$216.2K0.1%ValueMediumFairfield, NJ2026-10-19
Northern Lights Advisors, Inc.
8,907$215.2K0.1%ETFVery LowSeattle, WA2026-10-21
Fairway Wealth LLC
7,430$179.5K0.0%ETFLowIndependence, OH2026-10-30
Capital Investment Advisory Services, LLC
4,728$113.4K0.0%CoreMediumRaleigh, NC2026-10-30
Next Level Wealth Planning, LLC
3,957$95.6K0.0%ETFVery LowMeridian, ID2026-10-29
Trust Co
2,403$58.0K0.0%ETFVery LowManhattan, KS2026-10-09
Buck Wealth Strategies, LLC
1,917$46.3K0.0%ValueMediumDenver, CO2026-10-28
Root Financial Partners, LLC
1,858$44.9K0.0%ETFMediumEncinitas, CA2026-10-21
Blue Trust, Inc.
1,295$31.3K0.0%ETFLowBrentwood, TN2026-10-15
Friedenthal Financial
1,170$28.3K0.0%ETFHighMarlton, NJ2026-10-27
Signature Resources Capital Management, LLC
1,101$26.6K0.0%ETFLowNewport Beach, CA2026-10-16
EPG Wealth Management LLC
750$18.1K0.0%GrowthLowAtlanta, GA2026-11-03
Latitude Advisors, LLC
481$11.6K0.0%ETFLowYorkville, IL2026-10-27
Abound Wealth Management
345$8.3K0.0%ETFVery LowFranklin, TN2026-10-26
Chilton Capital Management LLC
327$7.9K0.0%GrowthMediumHouston, TX2026-10-28
Maryland Capital Advisors Inc.
45$1.1K0.0%ETFVery LowChester, MD2026-10-15
High Note Wealth, LLC
34$8210.0%ETFVery LowDeephaven, MN2026-10-27