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Schwab Municipal Bond ETF
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Overview Fund Activity

26 hedge funds and large institutions have $57.7M invested in Schwab Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
13
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.74M
2
WPC
2
Wedmont Private Capital
Pennsylvania
$5.99M
3
Bank of America
3
Bank of America
North Carolina
$518K
4
ORC
4
O'Rourke & Company
Massachusetts
$1.74M
5
AF
5
Advisornet Financial
Minnesota
$537K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.68M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$342K
4
OMC
4
Old Mission Capital
Illinois
$0
5
IA
5
IFP Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
EPG Wealth Management
Georgia
$19.4K – – –
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
– -$1.38M -52,774 Closed
IA
28
IFP Advisors
Florida
– -$214K -8,560 Closed
OMC
29
Old Mission Capital
Illinois
– -$215K -8,224 Closed
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