13FBOX
SCHWAB MUNICIPAL BOND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

SCHWAB MUNICIPAL BOND ETF

SCMB
持有机构数
195
机构合计市值 (Q2 2026)
$30.07亿
机构合计股数 (Q2 2026)
1.16亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,321.0万股
124 · 49 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-276.7万股
61 · 21 清仓 · ≈
⚖️ 净额
+1,044.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$30.07亿
持有机构数
195
新买入
49
加仓
75
减仓
40
清仓
21
持股不变
31
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.26%0.26%#32$19.34亿7,488.5万股$16.89亿6,630.6万股+857.9万股+12.94%加仓
美国银行BANK OF AMERICA CORP /DE/
0.04%0.04%#75$6.02亿2,333.4万股$5.60亿2,195.9万股+137.4万股+6.26%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.04%0.04%#76$8,963.8万347.6万股$7,544.8万297.5万股+50.1万股+16.83%加仓
Avidian Wealth Enterprises, LLC
1.06%1.21%#4$3,831.2万148.4万股$3,815.2万149.7万股-1.4万股-0.90%减仓
Charles Schwab Trust Co
1.52%1.57%#3$2,724.5万105.5万股$2,419.4万95.0万股+10.6万股+11.13%加仓
Fort Point Capital Partners LLC
1.83%2.17%#1$2,619.7万101.5万股$1,793.4万70.4万股+31.1万股+44.15%加仓
Pallas Capital 顾问Pallas Capital Advisors LLC
0.73%0.81%#7$2,371.9万91.9万股$2,153.7万84.5万股+7.3万股+8.68%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.13%0.12%#43$2,335.5万90.3万股$1,987.8万78.0万股+12.4万股+15.85%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%<0.01%#118$2,223.1万86.1万股$1,850.8万72.6万股+13.5万股+18.53%加仓
Wedmont Private 资本Wedmont Private Capital
0.35%0.41%#21$1,270.0万49.5万股$1,265.0万49.4万股+391股+0.08%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#94$990.4万38.6万股$837.9万32.8万股+5.7万股+17.51%加仓
SMITH, MOORE & CO.
0.55%0.43%#11$851.7万33.0万股$597.7万23.5万股+9.5万股+40.62%加仓
Quantinno资本管理Quantinno Capital Management LP
0.01%0.01%#108$790.6万30.6万股$766.1万30.1万股+5,530股+1.84%加仓
RWA财富合伙人RWA WEALTH PARTNERS, LLC
0.07%0.07%#53$721.8万28.0万股$612.7万24.0万股+3.9万股+16.25%加仓
文艺复兴科技RENAISSANCE TECHNOLOGIES LLC
0.01%<0.01%#107$712.9万27.6万股$101.4万4.0万股+23.6万股+593.72%加仓
CGN Advisors LLC
0.42%0.55%#18$581.2万22.5万股$694.0万27.2万股-4.7万股-17.35%减仓
Perigon财富管理Perigon Wealth Management, LLC
0.09%0.09%#46$576.7万22.3万股$539.7万21.2万股+1.2万股+5.46%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#159$572.3万22.2万股$53.4万2.1万股+20.1万股+956.56%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#172$559.6万21.7万股$352.0万13.8万股+7.8万股+56.52%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.02%#109$456.8万17.7万股$717.0万28.1万股-10.4万股-37.13%减仓
MYECFO, LLC
1.63%1.88%#2$431.8万16.7万股$448.9万17.6万股-8,950股-5.08%减仓
Beaird Harris Wealth Management, LLC
0.27%0.33%#28$430.2万16.7万股$490.4万19.2万股-2.6万股-13.43%减仓
曼宁·纳皮尔顾问MANNING & NAPIER ADVISORS LLC
0.05%0.04%#64$404.0万15.6万股$298.3万11.7万股+3.9万股+33.64%加仓
Waverly顾问Waverly Advisors, LLC
0.02%0.03%#90$397.3万15.4万股$367.3万14.4万股+9,712股+6.74%加仓
Compass Financial Group, INC/SD
0.44%0.22%#16$387.1万15.0万股$156.3万6.1万股+8.9万股+144.48%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#155$384.2万14.9万股$225.1万8.8万股+6.0万股+68.44%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#157$380.2万14.7万股$107.9万4.2万股+10.5万股+247.66%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#144$350.9万13.6万股$346.3万13.6万股-20股-0.01%减仓
NATIXIS ADVISORS, LLC
<0.01%0.01%#126$323.1万12.5万股$490.6万19.3万股-6.7万股-35.01%减仓
Shared Vision Wealth Group LLC
1.05%0.6%#5$305.7万11.8万股$146.0万5.7万股+6.1万股+106.67%加仓
MarinerMariner, LLC
<0.01%<0.01%#130$300.7万11.6万股$161.0万6.3万股+5.3万股+84.37%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#122$296.2万11.5万股$206.3万8.1万股+3.4万股+41.68%加仓
弗格森·韦尔曼资本FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
0.04%0.06%#77$289.8万11.2万股$455.2万17.9万股-6.6万股-37.17%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#176$258.2万10.0万股$00股+10.0万股新买入
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
0.32%0.56%#26$245.5万9.5万股$361.1万14.2万股-4.7万股-32.90%减仓
Investment Planning Advisors, Inc.
0.54%0.64%#12$234.0万9.1万股$231.7万9.1万股-278股-0.31%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#137$220.1万8.5万股$135.2万5.3万股+3.2万股+60.68%加仓
Janney Montgomery Scott LLC
<0.01%0.01%#125$206.6万8.0万股$203.8万8.0万股00.00%持仓不变
Breakwater Investment Management
0.66%0.7%#8$194.8万7.5万股$187.3万7.4万股+1,947股+2.65%加仓
Creative Planning财富管理Creative Planning
<0.01%0.01%#154$185.6万7.2万股$1,908.0万74.9万股-67.7万股-90.40%减仓
DONALDSON 资本管理DONALDSON CAPITAL MANAGEMENT, LLC
0.05%0.06%#62$185.4万7.2万股$182.9万7.2万股00.00%持仓不变
O'ROURKE & COMPANY, Inc
0.63%0.67%#9$182.2万7.1万股$169.8万6.7万股+3,909股+5.86%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#148$174.9万6.8万股$172.2万6.8万股+124股+0.18%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.03%0.03%#86$170.3万6.6万股$168.0万6.6万股+33股+0.05%加仓
Copper Harbor Investment Advisors, LLC
0.34%#22$162.6万6.3万股$00股+6.3万股新买入
TSA Wealth Managment LLC
0.45%0.54%#14$160.4万6.2万股$166.4万6.5万股-3,157股-4.84%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.07%0.09%#51$156.5万6.1万股$154.4万6.1万股00.00%持仓不变
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#162$148.5万5.8万股$165.9万6.5万股-7,597股-11.67%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.02%0.16%#89$146.0万5.7万股$1,011.4万39.7万股-34.0万股-85.76%减仓
Choreo资本CHOREO, LLC
0.01%0.02%#96$139.8万5.4万股$127.5万5.0万股+4,080股+8.15%加仓

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