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Schwab Municipal Bond ETF

151 hedge funds and large institutions have $2.05B invested in Schwab Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 20

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

17% more funds holding

Funds holding: 129151 (+22)

9% more capital invested

Capital invested by funds: $1.88B → $2.05B (+$172M)

3.59% less ownership

Funds ownership: 79.42%75.83% (-3.6%)

Holders
151
Holders Change
+22
Holders Change %
+17.05%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
75
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNA
26
Manning & Napier Advisors
New York
$2.76M +$671K +26,020 +32%
QCM
27
Quantinno Capital Management
New York
$2.46M +$100K +3,880 +4%
Raymond James Financial
28
Raymond James Financial
Florida
$2.16M +$531K +20,623 +33%
IPA
29
Investment Planning Advisors
Georgia
$2.12M +$348K +13,515 +20%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.06M
ORC
31
O'Rourke & Company
Massachusetts
$1.91M +$56.3K +2,185 +3%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$1.89M +$510K +19,787 +37%
DCM
33
Donaldson Capital Management
Indiana
$1.85M
BIM
34
Breakwater Investment Management
Washington
$1.75M +$724K +28,094 +70%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.72M +$631K +24,500 +58%
GVAG
36
Great Valley Advisor Group
Delaware
$1.7M +$61.3K +2,380 +4%
Mariner
37
Mariner
Kansas
$1.65M +$1.24M +48,113 +299%
ACA
38
Ackerman Capital Advisors
Texas
$1.63M -$124K -4,800 -7%
CFD
39
Creative Financial Designs
Indiana
$1.51M -$65.3K -2,534 -4%
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.51M
TWM
41
TSA Wealth Management
Texas
$1.51M +$99.4K +3,856 +7%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.49M +$211K +8,174 +16%
CFGSD
43
Compass Financial Group (South Dakota)
South Dakota
$1.47M +$625K +24,251 +74%
MWM
44
Meridian Wealth Management
Kentucky
$1.37M +$33.6K +1,303 +3%
CM
45
Columbus Macro
Pennsylvania
$1.37M +$264K +10,245 +24%
CWAI
46
Core Wealth Advisors (Indiana)
Indiana
$1.3M +$1.3M +50,295 New
VAF
47
Values Added Financial
District of Columbia
$1.27M +$1.27M +49,293 New
IA
48
IFP Advisors
Florida
$1.12M +$794K +30,798 +241%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.11M +$65.8K +2,552 +6%
FF
50
Francis Financial
$1.1M