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Schwab Municipal Bond ETF

125 hedge funds and large institutions have $1.88B invested in Schwab Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
26
Quantinno Capital Management
New York
$2.35M
CAAM
27
Cornerstone Advisors Asset Management
Pennsylvania
$2.18M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.1M
MNA
29
Manning & Napier Advisors
New York
$2.08M
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.05M
DCM
31
Donaldson Capital Management
Indiana
$1.84M
ORC
32
O'Rourke & Company
Massachusetts
$1.84M
IPA
33
Investment Planning Advisors
Georgia
$1.76M
ACA
34
Ackerman Capital Advisors
Texas
$1.74M
GVAG
35
Great Valley Advisor Group
Delaware
$1.63M
Raymond James Financial
36
Raymond James Financial
Florida
$1.62M
Creative Planning
37
Creative Planning
Kansas
$1.6M
CFD
38
Creative Financial Designs
Indiana
$1.57M
EC
39
Elequin Capital
New York
$1.51M
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.5M
TWM
41
TSA Wealth Management
Texas
$1.4M
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.37M
MWM
43
Meridian Wealth Management
Kentucky
$1.33M
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.28M
NFG
45
Northeast Financial Group
Pennsylvania
$1.13M
CM
46
Columbus Macro
Pennsylvania
$1.1M
FF
47
Francis Financial
$1.09M
Osaic Holdings
48
Osaic Holdings
Arizona
$1.08M
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.04M
BIM
50
Breakwater Investment Management
Washington
$1.02M