Who Owns SCH MUN BND (SCMB)? -- Institutional Holders (2026-06-30)

214 institutions reported holding $4.94B of SCH MUN BND (SCMB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($1.93B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($1.93B), BANK OF AMERICA CORP /DE/ ($602.5M), JONES FINANCIAL COMPANIES LLLP ($89.6M), Avidian Wealth Enterprises, LLC ($38.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Sixth Street Partners Management Company, L.P.	$1.93B	74.9M	New
2	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.93B	74.9M	Added
3	BANK OF AMERICA CORP /DE/	$602.5M	23.3M	Added
4	JONES FINANCIAL COMPANIES LLLP	$89.6M	3.5M	Added
5	Avidian Wealth Enterprises, LLC	$38.3M	1.5M	Trimmed
6	Charles Schwab Trust Co	$27.2M	1.1M	Added
7	Fort Point Capital Partners LLC	$26.2M	1.0M	Added
8	Pallas Capital Advisors LLC	$23.7M	918,625	Added
9	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$23.4M	903,490	Added
10	ENVESTNET ASSET MANAGEMENT INC	$22.2M	860,999	Added
11	Wedmont Private Capital	$12.7M	494,540	Added
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$9.9M	385,679	Added
13	SMITH, MOORE & CO.	$8.5M	329,854	Added
14	Quantinno Capital Management LP	$7.9M	306,190	Added
15	RWA WEALTH PARTNERS, LLC	$7.2M	279,549	Added
16	RENAISSANCE TECHNOLOGIES LLC	$7.1M	276,100	Added
17	CGN Advisors LLC	$5.8M	225,093	Trimmed
18	Perigon Wealth Management, LLC	$5.8M	223,357	Added
19	CITADEL ADVISORS LLC	$5.7M	221,635	Added
20	JPMORGAN CHASE & CO	$5.6M	216,721	Added
21	MML INVESTORS SERVICES, LLC	$4.6M	176,935	Trimmed
22	MYECFO, LLC	$4.3M	167,230	Trimmed
23	Beaird Harris Wealth Management, LLC	$4.3M	166,612	Trimmed
24	MANNING & NAPIER ADVISORS LLC	$4.0M	156,452	Added
25	Waverly Advisors, LLC	$4.0M	153,858	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30