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Schwab Municipal Bond ETF

50 hedge funds and large institutions have $118M invested in Schwab Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 11 closing their positions.

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
23
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
26
Sequoia Financial Advisors
Ohio
$453K -$554K -21,290 -55%
CFD
27
Creative Financial Designs
Indiana
$417K +$118K +4,528 +39%
GG
28
Gleason Group
Kentucky
$391K
KC
29
Kades & Cheifetz
Pennsylvania
$359K +$1.98K +76 +0.6%
VWM
30
VCI Wealth Management
Missouri
$354K -$18K -692 -5%
GGS
31
Galvin Gaustad & Stein
Arizona
$351K +$1.15K +44 +0.3%
Mariner
32
Mariner
Kansas
$338K
FCM
33
Family Capital Management
Michigan
$313K +$313K +12,046 New
CAN
34
Cetera Advisor Networks
California
$291K +$6.77K +260 +2%
FA
35
FF Advisors
California
$289K -$27.3K -1,050 -9%
KAS
36
Kestra Advisory Services
Texas
$285K +$1.61K +62 +0.6%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$255K +$48.7K +1,870 +24%
Osaic Holdings
38
Osaic Holdings
Arizona
$245K +$35.1K +1,350 +17%
BRWA
39
B. Riley Wealth Advisors
Florida
$227K -$178K -7,200 -44%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$213K +$108K +4,156 +103%
WP
41
WealthShield Partners
North Carolina
$149K +$149K +5,724 New
EW
42
Element Wealth
Mississippi
$117K
CFO
43
CVA Family Office
Colorado
$63.2K +$260 +10 +0.4%
CAL
44
Capital Analysts LLC
Pennsylvania
$23K +$23K +876 New
EWM
45
EPG Wealth Management
Georgia
$19.5K
CA
46
Continuum Advisory
Idaho
$15.5K +$15.5K +600 New
ACA
47
Aptus Capital Advisors
Alabama
$10.7K
RG
48
Retirement Group
California
$7.32K +$7.32K +282 New
CIAS
49
Capital Investment Advisory Services
North Carolina
$6.51K +$6.51K +250 New
PK
50
Pflug Koory
Nebraska
$312 +$312 +12 New