We are live on ! Find out more
SCMB icon

Schwab Municipal Bond ETF

129 hedge funds and large institutions have $1.88B invested in Schwab Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

140% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 25

17% more funds holding

Funds holding: 110129 (+19)

16% more capital invested

Capital invested by funds: $1.62B → $1.88B (+$262M)

0.01% more ownership

Funds ownership: 79.41%79.42% (+0.01%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
60
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
26
Quantinno Capital Management
New York
$2.35M
CAAM
27
Cornerstone Advisors Asset Management
Pennsylvania
$2.18M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.1M -$1.22M -48,605 -37%
MNA
29
Manning & Napier Advisors
New York
$2.08M +$2.04M +81,089 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.05M +$126K +5,000 +7%
DCM
31
Donaldson Capital Management
Indiana
$1.84M +$754K +29,905 +71%
ORC
32
O'Rourke & Company
Massachusetts
$1.84M -$107K -4,236 -6%
IPA
33
Investment Planning Advisors
Georgia
$1.76M +$171K +6,777 +11%
ACA
34
Ackerman Capital Advisors
Texas
$1.74M -$39.5K -1,568 -2%
GVAG
35
Great Valley Advisor Group
Delaware
$1.63M +$1.22M +48,259 +316%
Raymond James Financial
36
Raymond James Financial
Florida
$1.62M +$1.48M +58,733 +1,345%
Creative Planning
37
Creative Planning
Kansas
$1.6M +$699K +27,753 +80%
CFD
38
Creative Financial Designs
Indiana
$1.57M +$186K +7,362 +14%
EC
39
Elequin Capital
New York
$1.51M -$1.03M -40,980 -41%
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.5M
TWM
41
TSA Wealth Management
Texas
$1.4M +$50.3K +1,997 +4%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.37M -$46.8K -1,858 -3%
MWM
43
Meridian Wealth Management
Kentucky
$1.33M -$139K -5,527 -10%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.28M +$129K +5,138 +12%
NFG
45
Northeast Financial Group
Pennsylvania
$1.13M -$190K -7,534 -15%
CM
46
Columbus Macro
Pennsylvania
$1.1M -$28.1K -1,115 -3%
FF
47
Francis Financial
$1.09M
Osaic Holdings
48
Osaic Holdings
Arizona
$1.08M +$203K +8,049 +24%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.04M +$189K +7,483 +23%
BIM
50
Breakwater Investment Management
Washington
$1.02M +$763K +30,266 +311%