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Schwab Municipal Bond ETF

86 hedge funds and large institutions have $257M invested in Schwab Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
39
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IPA
26
Investment Planning Advisors
Georgia
$1.41M 55,467 +55,467 New
Goldman Sachs
27
Goldman Sachs
New York
$1.25M 49,182 +49,182 New
CBA
28
Coastal Bridge Advisors
Connecticut
$1.23M 48,528 +48,528 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$1.23M 48,510 +19,132 +65%
TFA
30
Trinity Financial Advisors
Ohio
$1.08M 42,319 +42,319 New
DCM
31
Donaldson Capital Management
Indiana
$1.06M 41,887
MML Investors Services
32
MML Investors Services
Massachusetts
$1M 39,548 +30,450 +335%
Osaic Holdings
33
Osaic Holdings
Arizona
$987K 38,893 +22,189 +133%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$982K 38,699 +1,162 +3%
NFG
35
Northeast Financial Group
Pennsylvania
$978K 38,540 -26,645 -41%
RCA
36
Resonant Capital Advisors
Wisconsin
$919K 36,207 +3,510 +11%
Creative Planning
37
Creative Planning
Kansas
$902K 35,550 +35,550 New
SAI
38
Savvy Advisors Inc
New York
$869K 34,268
AF
39
Advisornet Financial
Minnesota
$815K 32,128
KAS
40
Kestra Advisory Services
Texas
$754K 29,702 +5,987 +25%
TWM
41
TSA Wealth Management
Texas
$721K 28,405 -135 -0.5%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$701K 27,622 +27,622 New
FLPIM
43
F.L. Putnam Investment Management
Massachusetts
$675K 26,592
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$654K 25,763 +43 +0.2%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$645K 25,434 +25,434 New
BFG
46
Berger Financial Group
Minnesota
$623K 24,560
MCM
47
MAI Capital Management
Ohio
$619K 24,391 +458 +2%
FCM
48
Family Capital Management
Michigan
$590K 23,248 +1,034 +5%
RFP
49
Root Financial Partners
California
$575K 22,672 +7,833 +53%
CFGSD
50
Compass Financial Group (South Dakota)
South Dakota
$571K 22,497 +3,004 +15%