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Schwab Municipal Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $136M invested in Schwab Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
32
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Pallas Capital Advisors
Massachusetts
$12.4M
2
Creative Planning
2
Creative Planning
Kansas
$1M
3
Bank of America
3
Bank of America
North Carolina
$7.82M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.05M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.06M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$1.99M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
AWA
4
Acorn Wealth Advisors
Michigan
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$735K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$735K -$263K -10,000 -26%
FLPIM
27
F.L. Putnam Investment Management
Massachusetts
$698K – – –
CAAM
28
Cornerstone Advisors Asset Management
Pennsylvania
$657K +$657K +25,024 New
BFG
29
Berger Financial Group
Minnesota
$645K – – –
CFD
30
Creative Financial Designs
Indiana
$537K +$117K +4,438 +28%
AFG
31
Altiora Financial Group
Ohio
$525K – – –
CM
32
Columbus Macro
Pennsylvania
$512K +$182K +10,998 +55%
BWP
33
Balboa Wealth Partners
Arizona
$493K -$72K -2,740 -13%
KAS
34
Kestra Advisory Services
Texas
$488K +$67.7K +2,576 +16%
VWM
35
VCI Wealth Management
Missouri
$472K -$6.41K -244 -1%
FCM
36
Family Capital Management
Michigan
$468K +$98.8K +3,760 +27%
GGS
37
Galvin Gaustad & Stein
Arizona
$464K +$2.63K +100 +0.6%
SFA
38
Sequoia Financial Advisors
Ohio
$456K – – –
MWM
39
Meridian Wealth Management
Kentucky
$419K +$419K +15,934 New
Osaic Holdings
40
Osaic Holdings
Arizona
$370K +$144K +5,496 +64%
KC
41
Kades & Cheifetz
Pennsylvania
$369K +$3.05K +116 +0.8%
MW
42
Maia Wealth
Colorado
$309K +$99.1K +7,686 +47%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$303K +$303K +23,062 New
FA
44
FF Advisors
California
$289K +$144K +11,120 +100%
CFGSD
45
Compass Financial Group (South Dakota)
South Dakota
$285K +$285K +10,860 New
CPL
46
CAP Partners LLC
Tennessee
$261K +$473 +18 +0.2%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$257K – – –
BFC
48
Bedel Financial Consulting
Indiana
$239K +$158 +6 +0.1%
MML Investors Services
49
MML Investors Services
Massachusetts
$236K +$1.94K +74 +0.8%
Mariner
50
Mariner
Kansas
$215K -$126K -4,800 -37%
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