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Schwab Municipal Bond ETF

60 hedge funds and large institutions have $135M invested in Schwab Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+10
Holders Change %
+20%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
23
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$613K +$378K +14,700 +161%
DCM
27
Donaldson Capital Management
Indiana
$563K +$563K +21,912 New
BWP
28
Balboa Wealth Partners
Arizona
$553K +$4.68K +182 +0.9%
CM
29
Columbus Macro
Pennsylvania
$515K -$9.53K -370 -2%
AFG
30
Altiora Financial Group
Ohio
$514K
VWM
31
VCI Wealth Management
Missouri
$468K +$118K +4,608 +34%
GGS
32
Galvin Gaustad & Stein
Arizona
$451K +$105K +4,070 +30%
SFA
33
Sequoia Financial Advisors
Ohio
$446K -$1.39K -54 -0.3%
MW
34
Maia Wealth
Colorado
$422K +$422K +16,280 New
CFD
35
Creative Financial Designs
Indiana
$412K
KAS
36
Kestra Advisory Services
Texas
$411K +$130K +5,068 +46%
AWA
37
Acorn Wealth Advisors
Michigan
$365K +$365K +14,204 New
FCM
38
Family Capital Management
Michigan
$361K +$51.4K +2,000 +17%
KC
39
Kades & Cheifetz
Pennsylvania
$358K +$3.03K +118 +0.9%
TWM
40
TSA Wealth Management
Texas
$355K +$355K +13,806 New
Mariner
41
Mariner
Kansas
$334K
FA
42
FF Advisors
California
$286K
CPL
43
CAP Partners LLC
Tennessee
$255K +$255K +9,910 New
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$252K
BFC
45
Bedel Financial Consulting
Indiana
$234K +$234K +9,100 New
MML Investors Services
46
MML Investors Services
Massachusetts
$229K +$229K +8,926 New
Osaic Holdings
47
Osaic Holdings
Arizona
$221K -$20.9K -812 -9%
SAG
48
SageView Advisory Group
California
$219K
Citadel Advisors
49
Citadel Advisors
Florida
$201K +$201K +7,818 New
WP
50
WealthShield Partners
North Carolina
$147K