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Schwab Municipal Bond ETF
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Overview Fund Activity

50 hedge funds and large institutions have $104M invested in Schwab Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+21
Holders Change %
+72.41%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
19
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WPC
1
Wedmont Private Capital
Pennsylvania
$13M
2
BHWM
2
Beaird Harris Wealth Management
Texas
$6.32M
3
Bank of America
3
Bank of America
North Carolina
$5.67M
4
RWP
4
RWA Wealth Partners
Massachusetts
$3.42M
5
CSIA
5
Carl Stuart Investment Advisor
Texas
$2.08M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$31.2M
2
Jane Street
2
Jane Street
New York
$1.23M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$106K
4
SFA
4
Sequoia Financial Advisors
Ohio
$1.02M
5
IA
5
IFP Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
26
Gleason Group
Kentucky
$395K +$2.63K +100 +0.7%
CA
27
Cetera Advisors
Colorado
$390K +$5.68K +216 +1%
VWM
28
VCI Wealth Management
Missouri
$376K +$376K +14,300 New
KC
29
Kades & Cheifetz
Pennsylvania
$361K +$361K +13,730 New
MW
30
Maia Wealth
Colorado
$356K +$356K +13,540 New
GGS
31
Galvin Gaustad & Stein
Arizona
$354K +$354K +13,444 New
Mariner
32
Mariner
Kansas
$342K +$342K +13,000 New
FA
33
FF Advisors
California
$320K +$320K +12,170 New
CFD
34
Creative Financial Designs
Indiana
$302K +$164K +6,234 +119%
CAN
35
Cetera Advisor Networks
California
$288K +$789 +30 +0.3%
KAS
36
Kestra Advisory Services
Texas
$286K +$286K +10,870 New
OMC
37
Old Mission Capital
Illinois
$258K +$258K +9,806 New
NL
38
NWAM LLC
Washington
$231K +$231K +8,800 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$227K +$227K +8,640 New
AWE
40
Avidian Wealth Enterprises
Texas
$215K +$215K +8,154 New
Osaic Holdings
41
Osaic Holdings
Arizona
$212K +$36K +1,370 +20%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$208K +$208K +7,924 New
MMA
43
Miracle Mile Advisors
California
$201K +$201K +7,632 New
EW
44
Element Wealth
Mississippi
$118K – – –
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$106K -$77.1K -2,930 -42%
FFA
46
Farther Finance Advisors
California
$84.2K +$84.2K +3,200 New
CFO
47
CVA Family Office
Colorado
$63.6K +$63.6K +2,418 New
VF
48
VitalStone Financial
Texas
$62K +$26.4K +1,000 +74%
EWM
49
EPG Wealth Management
Georgia
$19.5K – – –
ASN
50
Advisory Services Network
Georgia
$10.8K +$10.8K +410 New
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2
3