SCMB — SCHWAB MUNICIPAL BOND ETF
As of Q2 2026, 12 SEC-registered investment managers reported holding SCMB (SCHWAB MUNICIPAL BOND ETF) in their latest 13F filings, with a combined reported value of $2.56B across 99.13M shares. That is +12.1% by share count (+10.71M shares) versus the previous quarter, while reported value moved +13.6%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 6 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Charles Schwab Investment Management history | Q2 2026 | 74.89M | $1.93B | 0.26% | Add |
| Bank of America Corp history | Q2 2026 | 23.33M | $602.48M | 0.04% | Add |
| Renaissance Technologies history | Q2 2026 | 276.10K | $7.13M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 221.63K | $5.72M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 216.72K | $5.60M | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 100.00K | $2.58M | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 57.52K | $1.49M | 0.00% | Reduce |
| BNY Mellon history | Q2 2024 | 28.57K | $1.47M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 33.58K | $866.98K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 5.71K | $147.56K | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 3.53K | $91.05K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 134 | $3.46K | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 25 | $646 | 0.00% | New |
| PNC Financial Services history | Q3 2025 | 7 | $179 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 216.72K sh · $5.60M
- Goldman Sachs Group 100.00K sh · $2.58M
- BlackRock Inc 25 sh · $646
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 14 funds)
| Fund | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management | — | 660.26K | 662.51K | 642.02K | 592.76K | 637.45K | 640.99K | 639.57K | 1.16M | 1.17M | 52.64M | 59.82M | 65.62M | 66.31M | 74.89M |
| Bank of America Corp | — | — | 10.00K | 23.06K | 107.86K | 115.50K | 130.23K | 148.88K | 440.15K | 459.24K | 453.99K | 602.99K | 635.73K | 21.96M | 23.33M |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | — | — | 39.80K | 276.10K |
| Citadel Advisors | — | — | — | — | — | — | 3.91K | 20.18K | 42.92K | 20.62K | — | 10.97K | — | 20.98K | 221.63K |
| JPMorgan Chase & Co | — | — | — | 3.48K | 2.01K | 4.09K | 40.14K | 58.16K | 29.38K | 48.51K | 128.81K | 902.32K | 136.07K | — | 216.72K |
| Goldman Sachs Group | — | — | 33.56K | — | — | — | — | — | — | 49.18K | — | 122.09K | 15.61K | — | 100.00K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | 58.76K | 58.76K | 58.76K | 65.11K | 57.52K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | — | — | 20.75K | 33.58K |
| Morgan Stanley | — | — | — | — | — | — | — | 1 | 2 | — | 1 | 5.13K | 9.08K | 5.70K | 5.71K |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | 1 | 8.33K | 4.25K | 846 | 3.53K |
| UBS Group AG | 2.50K | 195 | 1.65K | 68 | — | — | 1.85K | — | 42 | — | — | — | — | 287 | 134 |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 25 |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | 7 | — | — | — |
| BNY Mellon | — | — | — | — | — | 28.40K | 28.57K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details