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Schwab Municipal Bond ETF

167 hedge funds and large institutions have $2.7B invested in Schwab Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

119% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 32

32% more capital invested

Capital invested by funds: $2.05B → $2.7B (+$648M)

11% more funds holding

Funds holding: 151167 (+16)

0.4% more ownership

Funds ownership: 75.83%76.22% (+0.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
167
Holders Change
+16
Holders Change %
+10.6%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
70
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
26
Cornerstone Advisors Asset Management
Pennsylvania
$3.61M +$323K +12,485 +10%
JP Morgan Chase
27
JP Morgan Chase
New York
$3.52M +$62K +2,397 +2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.46M +$222K +8,570 +7%
TRCT
29
Tower Research Capital (TRC)
New York
$3.41M +$3.29M +127,249 +1,965%
MNA
30
Manning & Napier Advisors
New York
$2.98M +$257K +9,962 +9%
TGIA
31
Torrey Growth & Income Advisors
California
$2.64M -$222K -8,602 -8%
IPA
32
Investment Planning Advisors
Georgia
$2.32M +$222K +8,592 +10%
Raymond James Financial
33
Raymond James Financial
Florida
$2.25M +$119K +4,622 +6%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$2.06M +$195K +7,559 +10%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.04M
BIM
36
Breakwater Investment Management
Washington
$1.87M +$140K +5,409 +8%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.85M +$1.88M +72,707 New
DCM
38
Donaldson Capital Management
Indiana
$1.83M
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.72M +$249K +9,627 +17%
ORC
40
O'Rourke & Company
Massachusetts
$1.7M -$189K -7,312 -10%
GVAG
41
Great Valley Advisor Group
Delaware
$1.68M
TWM
42
TSA Wealth Management
Texas
$1.66M +$173K +6,687 +11%
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.66M +$164K +6,357 +11%
Mariner
44
Mariner
Kansas
$1.61M -$26.9K -1,040 -2%
CFGSD
45
Compass Financial Group (South Dakota)
South Dakota
$1.56M +$105K +4,080 +7%
CFD
46
Creative Financial Designs
Indiana
$1.54M +$47K +1,817 +3%
NW
47
NewEdge Wealth
Pennsylvania
$1.48M +$1.5M +57,941 New
SVWG
48
Shared Vision Wealth Group
United States
$1.46M +$654K +25,291 +79%
ACA
49
Ackerman Capital Advisors
Texas
$1.38M -$232K -8,985 -14%
MWM
50
Meridian Wealth Management
Kentucky
$1.37M +$16.4K +633 +1%