SCMB icon

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 %
AWE
26
Avidian Wealth Enterprises
Texas
$1.95M 77,355 +77,355 New
ORC
27
O'Rourke & Company
Massachusetts
$1.91M 76,021 -12,472 -14%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.89M 75,000 +10,000 +15%
ACA
29
Ackerman Capital Advisors
Texas
$1.75M 69,482 +69,482 New
IPA
30
Investment Planning Advisors
Georgia
$1.56M 62,039 +6,572 +12%
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.48M 58,755 +58,755 New
MWM
32
Meridian Wealth Management
Kentucky
$1.45M 57,392 +57 +0.1%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.4M 55,477 +16,778 +43%
CFD
34
Creative Financial Designs
Indiana
$1.36M 53,969 -3,523 -6%
Corient Private Wealth
35
Corient Private Wealth
Florida
$1.33M 52,852 +52,852 New
TWM
36
TSA Wealth Management
Texas
$1.33M 52,747 +24,342 +86%
NFG
37
Northeast Financial Group
Pennsylvania
$1.3M 51,676 +13,136 +34%
CBA
38
Coastal Bridge Advisors
Connecticut
$1.19M 47,202 -1,326 -3%
SMC
39
Smith, Moore & Co
Missouri
$1.13M 44,860 +44,860 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.12M 44,660 -14,258 -24%
CM
41
Columbus Macro
Pennsylvania
$1.11M 43,946 -16,080 -27%
FF
42
Francis Financial
$1.07M 42,671 +42,671 New
DCM
43
Donaldson Capital Management
Indiana
$1.05M 41,887
RCA
44
Resonant Capital Advisors
Wisconsin
$1.03M 41,046 +4,839 +13%
Creative Planning
45
Creative Planning
Kansas
$872K 34,647 -903 -3%
LWMT
46
Legacy Wealth Management (Tennessee)
Tennessee
$861K 34,193 +22,083 +182%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$836K 33,205 +33,205 New
AF
48
Advisornet Financial
Minnesota
$809K 32,128
KAS
49
Kestra Advisory Services
Texas
$803K 31,904 +2,202 +7%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$650K 25,812 +49 +0.2%