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Schwab Municipal Bond ETF

168 hedge funds and large institutions have $2.7B invested in Schwab Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
CAAM
26
Cornerstone Advisors Asset Management
Pennsylvania
$3.61M
JP Morgan Chase
27
JP Morgan Chase
New York
$3.52M
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.46M
TRCT
29
Tower Research Capital (TRC)
New York
$3.41M
MNA
30
Manning & Napier Advisors
New York
$2.98M
TGIA
31
Torrey Growth & Income Advisors
California
$2.64M
IPA
32
Investment Planning Advisors
Georgia
$2.32M
Raymond James Financial
33
Raymond James Financial
Florida
$2.25M
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$2.06M
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.04M
BIM
36
Breakwater Investment Management
Washington
$1.87M
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.85M
DCM
38
Donaldson Capital Management
Indiana
$1.83M
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.72M
ORC
40
O'Rourke & Company
Massachusetts
$1.7M
GVAG
41
Great Valley Advisor Group
Delaware
$1.68M
TWM
42
TSA Wealth Management
Texas
$1.66M
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.66M
Mariner
44
Mariner
Kansas
$1.61M
CFGSD
45
Compass Financial Group (South Dakota)
South Dakota
$1.56M
CFD
46
Creative Financial Designs
Indiana
$1.54M
NW
47
NewEdge Wealth
Pennsylvania
$1.48M
SVWG
48
Shared Vision Wealth Group
United States
$1.46M
ACA
49
Ackerman Capital Advisors
Texas
$1.38M
MWM
50
Meridian Wealth Management
Kentucky
$1.37M