CUSIP 808524649MUN BD ETFSCMBQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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148 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 65.62M | $1.69B | +5.79M | Added |
| 2 | Jones Financial Companies Lllp | 2.10M | $54.10M | +325.4K | Added |
| 3 | Avidian Wealth Enterprises, LLC | 1.51M | $38.80M | −41.6K | Reduced |
| 4 | Charles Schwab Trust Co | 916.1K | $23.60M |
| +113.9K |
| Added |
| 5 | Pallas Capital Advisors LLC | 894.1K | $23.03M | +113.2K | Added |
| 6 | Fort Point Capital Partners LLC | 762.0K | $19.78M | +42.6K | Added |
| 7 | United Capital Financial Advisors, LLC | 646.8K | $16.66M | +76.8K | Added |
| 8 | Bank Of America Corp /De/ | 635.7K | $16.38M | +32.7K | Added |
| 9 | Wedmont Private Capital | 492.4K | $12.74M | +3.0K | Added |
| 10 | Wealth Enhancement Advisory Services, LLC | 489.8K | $12.65M | +348.1K | Added |
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