SCMB institutional holders

Schwab Municipal Bond ETF · 200 reporting institutions · $3B reported value

Funds that can replace SCMB · SCMB return decomposition

Institutional holdings

Institutions reporting SCMB, largest first
InstitutionReported positionAdvisors at firmReport period
Charles Schwab Investment Management Inc$1.9B372026-06-30
Bank of America Corp /de$602.5M02026-06-30
Jones Financial Companies LLLP$89.6M02026-06-30
Avidian Wealth Enterprises, LLC$38.3M432026-06-30
Charles Schwab Trust Co$27.2M02026-06-30
Fort Point Capital Partners LLC$26.2M202026-06-30
Pallas Capital Advisors, LLC$23.7M272026-06-30
United Capital Financial Advisors, LLC$23.4M1662026-06-30
Envestnet Pmc$22.2M602026-06-30
Wedmont Private Capital$12.7M122026-06-30
Wealth Enhancement Advisory Services, LLC$9.9M1,0262026-06-30
Smith, Moore & Co.$8.5M452026-06-30
Quantinno Capital Management LP$7.9M02026-06-30
Rwa Wealth Partners, LLC$7.2M722026-06-30
Renaissance Technologies LLC$7.1M02026-06-30
Cgn Advisors LLC$5.8M362026-06-30
Perigon Wealth Management, LLC$5.8M922026-06-30
Citadel Advisors LLC$5.7M02026-06-30
Jpmorgan Chase & Co$5.6M02026-06-30
MML Investors Services, LLC$4.6M5,1202026-06-30
Myecfo, LLC$4.3M52026-06-30
Beaird Harris Wealth Management, LLC$4.3M182026-06-30
Manning & Napier Advisors LLC$4M422026-06-30
Waverly Advisors, LLC$4M2312026-06-30
Compass Financial Group, Inc/sd$3.9M72026-06-30
Raymond James Financial Inc$3.8M02026-06-30
Lpl Financial LLC$3.8M23,4582026-06-30
Northwestern Mutual Wealth Management Co$3.5M02026-06-30
Pure Portfolios Holdings LLC$3.2M02025-12-31
Shared Vision Wealth Group LLC$3.1M32026-06-30
Mariner, LLC$3M02026-06-30
Captrust Financial Advisors$3M9622026-06-30
Ferguson Wellman Capital Management, Inc$2.9M272026-06-30
Goldman Sachs Group Inc$2.6M02026-06-30
Cornerstone Advisors Asset Management, LLC$2.5M262026-06-30
Trufp$2.3M42026-06-30
Osaic Holdings, Inc.$2.2M02026-06-30
Breakwater Investment Management$1.9M32026-06-30
Creative Planning$1.9M1,1712026-06-30
Donaldson Capital Management, LLC$1.9M02026-06-30
O'Rourke & Company, Incorporated$1.8M22026-06-30
Cetera Investment Advisers$1.7M10,3702026-06-30
Great Valley Advisor Group, LLC$1.7M2052026-06-30
Copper Harbor Investment Advisors, LLC$1.6M52026-06-30
TSA Wealth Managment LLC$1.6M02026-06-30
Creative Financial Designs Inc /adv$1.6M02026-06-30
Aqr Capital Management LLC$1.5M12026-06-30
Old Mission Capital LLC$1.5M02026-06-30
Choreo, LLC$1.4M1482026-06-30
New Edge Wealth$1.4M1512026-06-30
Columbus MacRo, LLC$1.4M52026-06-30
Meridian Wealth Management, LLC$1.4M582026-06-30
Torrey Growth & Income Advisors$1.4M52026-06-30
Ackerman Capital Management$1.3M32026-06-30
Core Wealth Advisors, LLC$1.3M32026-06-30
Archer Investment Management, LLC$1.3M32026-06-30
Pasadena Private Wealth, LLC$1.2M02026-06-30
Mercer Global Advisors Inc /adv$1.1M02026-06-30
Royal Bank of Canada$1.1M02026-06-30
Francis Financial, Inc.$1.1M102026-06-30
Family Capital Management, Inc.$1.1M42026-06-30
Acorn Wealth Advisors, LLC$1M52026-06-30
Ifp Advisors, Inc$1M3182026-06-30
Integrity Alliance, Llc.$1M3532026-06-30
Stolz & Associates, Ps$996.4K32026-06-30
Kestra Advisory Services, LLC$989.5K1,4792026-06-30
Harbour Investments, Inc.$979.3K2472026-06-30
Northeast Financial Group, Inc.$978.2K12026-03-31
Legacy Wealth Management, LLC$942.6K152026-06-30
Asset Allocation Strategies LLC$867.8K402026-06-30
Fmr LLC$867K02026-06-30
Sequoia Financial Group, LLC$833.5K2582026-06-30
Alteri Wealth LLC$828.3K22026-06-30
Wescott Financial Advisory Group, LLC$807.3K232026-06-30
Gleason Group, Inc.$723.1K62026-06-30
Cypress Wealth Services, LLC$707.5K142026-06-30
Advisornet Wealth Partners$679.4K582026-06-30
Cap Partners, LLC$677.4K72026-06-30
Mai Capital Management$667.9K3082026-06-30
Accredited Investors Inc.$662.9K32026-06-30
Advyzon Investment Management, LLC$660.7K22026-06-30
Clear Creek Financial Management, LLC$658.8K442026-06-30
Coastal Bridge Advisors, LLC$656.3K392026-06-30
Symmetry Partners, LLC$628.5K232026-06-30
Blueprint Investment Partners LLC$609.2K52026-06-30
Blueprint Financial Advisors$609.2K392026-06-30
Hoxton Planning & Management, LLC$582.8K52026-06-30
Creativeone Wealth, LLC$560.7K2212026-06-30
Roan Capital Partners$543.9K42026-06-30
Berger Financial Group, Inc$534.9K512026-06-30
Commonwealth Equity Services, LLC$528.7K2,8632026-06-30
Altiora Financial Group, LLC$516.4K12026-06-30
Hightower Advisors, LLC$510.5K1,0462026-06-30
Advisory Services Network$501.2K2532026-06-30
Gill Capital Partners$499.6K102026-06-30
Golden Bell Financial Planning LLC$466.7K12026-06-30
Seia$449.3K1412026-06-30
Corecap Advisors, LLC$441.5K1182026-06-30
Unify Financial Advisors$438.9K22026-06-30
Corient Private Wealth LP$435.7K6742026-06-30
Ff Advisors, LLC$434.3K02026-06-30
Kingswood Wealth Advisors, LLC$431.2K1232026-06-30
Galvin, Gaustad & Stein, LLC$430.4K82026-06-30
Grant Street Asset Management, Inc.$422K82026-06-30
Chapman Financial Group, LLC$415.7K02026-06-30
Continuum Advisory, LLC$410.7K402026-06-30
Carrera Capital Advisors$410.5K92026-06-30
Cerity Partners LLC$403.7K7772026-06-30
Spire Wealth Management$403.5K32026-06-30
Fiduciary Financial Advisors$399.4K512026-06-30
Farther Finance Advisors, LLC$398.2K3342026-06-30
Fiduciary Financial Group, LLC$394.3K92026-06-30
Compass Financial Management LLC$390.3K462026-06-30
Sageview Advisory Group, LLC$388.2K942026-06-30
Gemmer Asset Management LLC$374.2K82026-06-30
The Nalls Sherbakoff Group, LLC$373.2K32026-06-30
Revisor Wealth Management LLC$364.6K92026-06-30
Advisory Alpha, LLC$351.5K662026-06-30
Intentional Wealth Strategies$350.2K32026-06-30
Focus Partners Wealth$334.2K1,0482026-06-30
Canal Capital Management, LLC$325.5K72026-06-30
Savvy Advisors, Inc.$315K2142026-06-30
January Capital Advisors LLC$310.5K02026-06-30
Certuity, LLC$309.9K242026-06-30
Ieq Capital, LLC$309.9K1972026-06-30
Concurrent Investment Advisors, LLC$305.3K3492026-06-30
Values Added Financial LLC$298.2K82026-06-30
Cape Investment Advisory, Inc.$295.6K352026-06-30
Breakwater Capital Group$292K52026-06-30
Rosenberg Matthew Hamilton$284.4K42026-06-30
Keystone Wealth Services, LLC$281.3K122026-06-30
Foundations Investment Advisors, LLC$275.6K3022026-06-30
Pinnacle Bancorp, Inc.$264K02026-06-30
Greenspring Advisors, LLC$251.5K442026-06-30
Bedel Financial Consulting, Inc.$251.2K192026-06-30
Johnson Investment Counsel Inc$245.5K652026-06-30
Heartwood Wealth Advisors LLC$238.7K02026-06-30
Xtx Topco Ltd$234K02026-06-30
Vci Wealth Management LLC$231.6K222026-06-30
Northern Lights Advisors, Inc.$230K42026-06-30
Fisher Asset Management, LLC$225.3K2,9842026-06-30
Ameriprise Financial Inc$222.7K02026-06-30
Resonant Capital Advisors, LLC$215.6K152026-06-30
Lido Advisors, LLC$213.4K3202026-06-30
Ae Wealth Management LLC$204.6K4712026-06-30
Mission Wealth Management, LP$200.8K1382026-06-30
Aptus Capital Advisors, LLC$165.6K212026-06-30
Larson Financial Group LLC$159.1K672026-06-30
Ancora Advisors LLC$148.7K102026-06-30
Morgan Stanley$147.6K23,1852026-06-30
Clearstead; Clearstead Advisory Solutions$133.9K642026-06-30
Global Retirement Partners LLC$122.7K4912026-06-30
Capital Investment Advisory Services, LLC$121K1032026-06-30
Allworth Financial, LP$94.2K3172026-06-30
Wells Fargo & Company/mn$91K02026-06-30
Tower Research Capital LLC (trc)$77.6K02026-06-30
Cwm, LLC$71.5K6672026-03-31
Brown Brothers Harriman Mutual Fund Advisory Department$69.5K02026-06-30
Community Bank, N.A.$58.9K02026-06-30
West Paces Advisors Inc.$50.3K42026-06-30
Integrated Wealth Concepts LLC$50K4802026-06-30
Buck Wealth Strategies, LLC$49.1K502026-06-30
Steward Partners Investment Advisory, LLC$44.9K4812026-06-30
Trust Co$39.5K02026-06-30
Jdm Financial Group LLC$38.2K02026-06-30
Blue Trust, Inc.$37.7K02026-06-30
Friedenthal Financial, LLC$35.3K42026-06-30
McIlrath & Eck, LLC$33.5K62026-03-31
Arax Advisory Partners$29.3K2322026-06-30
Signature Resources Capital Management, LLC$28.4K02026-06-30
Atlantic Union Bankshares Corp$26.7K02026-06-30
Assetmark, Inc$20.9K2202026-06-30
Epg Wealth Management LLC$19.4K112026-06-30
Bank of Montreal /can$19.3K02026-06-30
Cva Family Office, LLC$18.1K82026-06-30
International Assets Investment Management, LLC$10.3K1222026-06-30
Russell Investments Group, Ltd.$9.2K02026-06-30
Abound Wealth Management$8.9K162026-06-30
CIBC Private Wealth Group LLC$5.3K02025-12-31
Delos Wealth Advisors, LLC$4.6K62026-06-30
Gunpowder Capital Management, LLC Dba Oliver Wealth Management$4K02026-06-30
Maryland Capital Advisors Inc.$3.6K42026-06-30
UBS Group AG$3.5K02026-06-30
Natixis Advisors, LLC$3.2K572026-06-30
Janney Montgomery Scott LLC$2.1K1,3422026-06-30
True Wealth Design, LLC$1.7K72026-06-30
Vanguard Advisers Inc$1.2K2,4692026-06-30
Stonebridge Financial Group, Llc/ca$1K02026-06-30
Cambridge Investment Research Advisors, Inc.$1K3,9402026-03-31
High Note Wealth, LLC$87842026-06-30
Blackrock, Inc.$64602026-06-30
Central Trust Co$56902026-06-30
Peapack Gladstone Financial Corp$44102026-06-30
Frazier Financial Advisors, LLC$395112026-06-30
Thrivent Financial for Lutherans$26802026-06-30
Hayek Kallen Investment Management$20722026-06-30
McGuire Capital Advisors Inc$18142026-06-30
Capital Analysts, LLC$1406082026-06-30
Ameriflex Group, Inc.$262122026-06-30
Hantz Financial Services, Inc.$43962026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30