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Schwab Municipal Bond ETF

106 hedge funds and large institutions have $1.61B invested in Schwab Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
+20
Holders Change %
+23.26%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
42
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.33B 52,643,707 +51,476,356 +4,410%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$74.3M 2,950,244 +371,347 +14%
FPCP
3
Fort Point Capital Partners
California
$31.3M 1,241,508 +588,813 +90%
PCA
4
Pallas Capital Advisors
Massachusetts
$19M 755,515 +86,264 +13%
CST
5
Charles Schwab Trust
Nevada
$18.5M 733,104 +204,665 +39%
Jane Street
6
Jane Street
New York
$13.1M 522,022 +307,645 +144%
WPC
7
Wedmont Private Capital
Pennsylvania
$12.3M 489,484 -84,865 -15%
UCFA
8
United Capital Financial Advisors
Texas
$11.6M 462,276 +287,789 +165%
Bank of America
9
Bank of America
North Carolina
$11.4M 453,989 -5,248 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.06M 320,242 +99,133 +45%
CA
11
CGN Advisors
Kansas
$5.22M 207,164 -26,889 -11%
PWM
12
Perigon Wealth Management
California
$4.53M 179,898 +14,740 +9%
M
13
MYeCFO
California
$3.66M 145,160 +12,400 +9%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.38M 134,584 +77,574 +136%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.29M 130,722 +130,722 New
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$3.24M 128,813 +80,303 +166%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$3.02M 119,749 +92,127 +334%
EC
18
Elequin Capital
New York
$2.52M 100,000 +100,000 New
RWP
19
RWA Wealth Partners
Massachusetts
$2.49M 98,812 -38,385 -28%
QCM
20
Quantinno Capital Management
New York
$2.31M 91,765 +91,765 New
PPH
21
Pure Portfolios Holdings
Oregon
$2.21M 87,748 +72,663 +482%
CAAM
22
Cornerstone Advisors Asset Management
Pennsylvania
$2.15M 85,203 +4,084 +5%
VI
23
VanderPol Investments
Michigan
$2.11M 83,785 -2,614 -3%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.97M 78,195 +38,647 +98%
AWE
25
Avidian Wealth Enterprises
Texas
$1.95M 77,355 +77,355 New