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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.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPA
26
Investment Planning Advisors
Georgia
$1.41M
Goldman Sachs
27
Goldman Sachs
New York
$1.25M
CBA
28
Coastal Bridge Advisors
Connecticut
$1.23M
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$1.23M
TFA
30
Trinity Financial Advisors
Ohio
$1.08M
DCM
31
Donaldson Capital Management
Indiana
$1.06M
MML Investors Services
32
MML Investors Services
Massachusetts
$1M
Osaic Holdings
33
Osaic Holdings
Arizona
$987K
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$982K
NFG
35
Northeast Financial Group
Pennsylvania
$978K
RCA
36
Resonant Capital Advisors
Wisconsin
$919K
Creative Planning
37
Creative Planning
Kansas
$902K
SAI
38
Savvy Advisors Inc
New York
$869K
AF
39
Advisornet Financial
Minnesota
$815K
KAS
40
Kestra Advisory Services
Texas
$754K
TWM
41
TSA Wealth Management
Texas
$721K
Natixis Advisors
42
Natixis Advisors
Massachusetts
$701K
FLPIM
43
F.L. Putnam Investment Management
Massachusetts
$675K
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$654K
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$645K
BFG
46
Berger Financial Group
Minnesota
$623K
MCM
47
MAI Capital Management
Ohio
$619K
FCM
48
Family Capital Management
Michigan
$590K
RFP
49
Root Financial Partners
California
$575K
CFGSD
50
Compass Financial Group (South Dakota)
South Dakota
$571K