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Schwab Municipal Bond ETF

109 hedge funds and large institutions have $1.62B invested in Schwab Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
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
AWE
26
Avidian Wealth Enterprises
Texas
$1.95M
ORC
27
O'Rourke & Company
Massachusetts
$1.91M
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.89M
ACA
29
Ackerman Capital Advisors
Texas
$1.75M
IPA
30
Investment Planning Advisors
Georgia
$1.56M
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.48M
MWM
32
Meridian Wealth Management
Kentucky
$1.45M
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.4M
CFD
34
Creative Financial Designs
Indiana
$1.36M
TWM
35
TSA Wealth Management
Texas
$1.33M
NFG
36
Northeast Financial Group
Pennsylvania
$1.3M
CBA
37
Coastal Bridge Advisors
Connecticut
$1.19M
SMC
38
Smith, Moore & Co
Missouri
$1.13M
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.12M
CM
40
Columbus Macro
Pennsylvania
$1.11M
FF
41
Francis Financial
$1.07M
DCM
42
Donaldson Capital Management
Indiana
$1.05M
RCA
43
Resonant Capital Advisors
Wisconsin
$1.03M
Creative Planning
44
Creative Planning
Kansas
$872K
LWMT
45
Legacy Wealth Management (Tennessee)
Tennessee
$861K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$836K
AF
47
Advisornet Financial
Minnesota
$809K
KAS
48
Kestra Advisory Services
Texas
$803K
Corient Private Wealth
49
Corient Private Wealth
Florida
$665K
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$650K