Public ownership evidence

Schwab Municipal Bond ETF (SCMB) Ownership Disclosures

Read SCMB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Schwab Municipal Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
34,100
Value (USD)
$865,118
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SCMB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SCMB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2934,100$865,118None
Corient Private Wealth LP2026-06-302026-08-2816,875$435,718None
January Capital Advisors LLC2026-06-302026-08-2612,026$310,511None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2119,351$499,643None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2043,446$1,121,765None
JDM Financial Group LLC2026-06-302026-08-191,480$38,214None
Coastal Bridge Advisors, LLC2026-06-302026-08-1825,418$656,295None
Corient Private Wealth LP2026-06-302026-08-1828,668$740,212None
Asset Allocation Strategies LLC2026-06-302026-08-1833,610$867,806None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18903,490$23,355,228None
Nalls Sherbakoff Group, LLC2026-06-302026-08-1814,455$373,228None
Nalls Sherbakoff Group, LLC2026-03-312026-08-1814,455$368,313None
Hayek Kallen Investment Management2026-06-302026-08-188,000$207,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-157$181None
AMERIFLEX GROUP, INC.2026-06-302026-08-151$26None
Blueprint Financial Advisors LLC2026-06-302026-08-1523,595$609,223None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-15156,452$4,039,591None
Advyzon Investment Management, LLC2026-06-302026-08-1525,590$660,734None
O'ROURKE & COMPANY, Inc2026-06-302026-08-1570,567$1,822,042None
Delos Wealth Advisors, LLC2026-06-302026-08-15178$4,596None
XTX Topco Ltd2026-06-302026-08-159,064$234,032None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-1574,885,347$1,933,539,660None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-1574,885,347$1,933,539,660None
Foundations Investment Advisors, LLC2026-06-302026-08-1510,674$275,604None
OSAIC HOLDINGS, INC.2026-06-302026-08-1517,557$453,312None
OSAIC HOLDINGS, INC.2026-06-302026-08-1567,691$1,747,882None
Fort Point Capital Partners LLC2026-06-302026-08-151,014,596$26,196,867None
OLD MISSION CAPITAL LLC2026-06-302026-08-1556,529$1,459,578None
Ancora Advisors LLC2026-06-302026-08-155,761$148,749None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15540$13,943None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15196$5,061None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,892$74,671None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15507$13,091None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15290$7,488None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15350$9,037None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15400$10,328None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,000$51,640None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,500$38,730None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15922$23,806None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,000$25,820None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15500$12,910None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15205$5,293None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15116$2,995None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,040$26,853None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,548$39,969None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15785$20,269None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15216$5,577None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15460$11,877None
Waverly Advisors, LLC2026-06-302026-08-15153,858$3,972,618None
Thrivent Financial for Lutherans2026-06-302026-08-1510,374$268,000None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗January Capital Advisors LLC ↗GILL CAPITAL PARTNERS, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗JDM Financial Group LLC ↗Coastal Bridge Advisors, LLC ↗Corient Private Wealth LP ↗Asset Allocation Strategies LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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