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Schwab Municipal Bond ETF
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Overview Fund Activity

85 hedge funds and large institutions have $179M invested in Schwab Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+17
Holders Change %
+25%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
22
Increased
35
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPCP
1
Fort Point Capital Partners
California
$20.4M
2
CST
2
Charles Schwab Trust
Nevada
$20.9M
3
Bank of America
3
Bank of America
North Carolina
$11.3M
4
CA
4
CGN Advisors
Kansas
$7.86M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.05M

Top Sellers

1
PCA
1
Pallas Capital Advisors
Massachusetts
$13.9M
2
Charles Schwab
2
Charles Schwab
California
$29.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$754K
4
Creative Planning
4
Creative Planning
Kansas
$0
5
BWP
5
Balboa Wealth Partners
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
26
Donaldson Capital Management
Indiana
$1.08M +$170K +6,605 +19%
FFG
27
Fiduciary Financial Group
California
$1.02M +$1.02M +40,081 New
SAG
28
SageView Advisory Group
California
$1.02M +$1.02M +39,734 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$964K -$109K -4,239 -10%
SAI
30
Savvy Advisors Inc
New York
$880K – – –
BRWA
31
B. Riley Wealth Advisors
Florida
$858K +$98.2K +3,825 +13%
RCA
32
Resonant Capital Advisors
Wisconsin
$840K +$840K +32,697 New
AF
33
Advisornet Financial
Minnesota
$825K +$32.6K +1,270 +4%
CFD
34
Creative Financial Designs
Indiana
$819K +$293K +11,415 +56%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$754K -$2.23M -86,932 -75%
TWM
36
TSA Wealth Management
Texas
$733K +$51 +2 +0%
BWM
37
BCO Wealth Management
New Mexico
$722K +$722K +28,101 New
FLPIM
38
F.L. Putnam Investment Management
Massachusetts
$683K – – –
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$660K +$68.3K +2,658 +12%
BFG
40
Berger Financial Group
Minnesota
$631K – – –
MCM
41
MAI Capital Management
Ohio
$615K +$615K +23,933 New
KAS
42
Kestra Advisory Services
Texas
$609K +$132K +5,139 +28%
FCM
43
Family Capital Management
Michigan
$570K +$113K +4,408 +25%
AFG
44
Altiora Financial Group
Ohio
$514K – – –
CFGSD
45
Compass Financial Group (South Dakota)
South Dakota
$501K +$222K +8,633 +79%
GGS
46
Galvin Gaustad & Stein
Arizona
$457K +$3.39K +132 +0.7%
WPA
47
West Paces Advisors
Georgia
$454K +$454K +17,685 New
VWM
48
VCI Wealth Management
Missouri
$454K -$7.4K -288 -2%
SFA
49
Sequoia Financial Advisors
Ohio
$446K – – –
Osaic Holdings
50
Osaic Holdings
Arizona
$429K +$66.8K +2,602 +18%
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