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Schwab Municipal Bond ETF

148 hedge funds and large institutions have $2.05B invested in Schwab Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
MNA
26
Manning & Napier Advisors
New York
$2.76M
QCM
27
Quantinno Capital Management
New York
$2.46M
Raymond James Financial
28
Raymond James Financial
Florida
$2.16M
IPA
29
Investment Planning Advisors
Georgia
$2.12M
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.06M
ORC
31
O'Rourke & Company
Massachusetts
$1.91M
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$1.89M
DCM
33
Donaldson Capital Management
Indiana
$1.85M
BIM
34
Breakwater Investment Management
Washington
$1.75M
Osaic Holdings
35
Osaic Holdings
Arizona
$1.72M
GVAG
36
Great Valley Advisor Group
Delaware
$1.7M
Mariner
37
Mariner
Kansas
$1.65M
ACA
38
Ackerman Capital Advisors
Texas
$1.63M
CFD
39
Creative Financial Designs
Indiana
$1.51M
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.51M
TWM
41
TSA Wealth Management
Texas
$1.51M
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.49M
CFGSD
43
Compass Financial Group (South Dakota)
South Dakota
$1.47M
MWM
44
Meridian Wealth Management
Kentucky
$1.37M
CM
45
Columbus Macro
Pennsylvania
$1.37M
CWAI
46
Core Wealth Advisors (Indiana)
Indiana
$1.3M
VAF
47
Values Added Financial
District of Columbia
$1.27M
IA
48
IFP Advisors
Florida
$1.12M
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.11M
FF
50
Francis Financial
$1.1M