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Schwab Municipal Bond ETF

108 hedge funds and large institutions have $1.62B invested in Schwab Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+22
Holders Change %
+25.58%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
42
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
26
Avidian Wealth Enterprises
Texas
$1.95M +$1.95M +77,355 New
ORC
27
O'Rourke & Company
Massachusetts
$1.91M -$314K -12,472 -14%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.89M +$252K +10,000 +15%
ACA
29
Ackerman Capital Advisors
Texas
$1.75M +$1.75M +69,482 New
IPA
30
Investment Planning Advisors
Georgia
$1.56M +$165K +6,572 +12%
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.48M +$1.48M +58,755 New
MWM
32
Meridian Wealth Management
Kentucky
$1.45M +$1.44K +57 +0.1%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.4M +$422K +16,778 +43%
CFD
34
Creative Financial Designs
Indiana
$1.36M -$88.7K -3,523 -6%
Corient Private Wealth
35
Corient Private Wealth
Florida
$1.33M +$1.33M +52,852 New
TWM
36
TSA Wealth Management
Texas
$1.33M +$613K +24,342 +86%
NFG
37
Northeast Financial Group
Pennsylvania
$1.3M +$331K +13,136 +34%
CBA
38
Coastal Bridge Advisors
Connecticut
$1.19M -$33.4K -1,326 -3%
SMC
39
Smith, Moore & Co
Missouri
$1.13M +$1.13M +44,860 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.12M -$359K -14,258 -24%
CM
41
Columbus Macro
Pennsylvania
$1.11M -$405K -16,080 -27%
FF
42
Francis Financial
$1.07M +$1.07M +42,671 New
DCM
43
Donaldson Capital Management
Indiana
$1.05M
RCA
44
Resonant Capital Advisors
Wisconsin
$1.03M +$122K +4,839 +13%
Creative Planning
45
Creative Planning
Kansas
$872K -$22.7K -903 -3%
LWMT
46
Legacy Wealth Management (Tennessee)
Tennessee
$861K +$556K +22,083 +182%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$836K +$836K +33,205 New
AF
48
Advisornet Financial
Minnesota
$809K
KAS
49
Kestra Advisory Services
Texas
$803K +$55.4K +2,202 +7%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$650K +$1.23K +49 +0.2%