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Schwab Municipal Bond ETF

106 hedge funds and large institutions have $1.61B invested in Schwab Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
+20
Holders Change %
+23.26%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
42
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FCM
51
Family Capital Management
Michigan
$618K 24,527 +1,279 +6%
BFA
52
Blueprint Financial Advisors
North Carolina
$610K 24,245 +24,245 New
CFGSD
53
Compass Financial Group (South Dakota)
South Dakota
$580K 23,036 +539 +2%
RFP
54
Root Financial Partners
California
$571K 22,672
PGFC
55
Peapack-Gladstone Financial Corp
New Jersey
$569K 22,598 +22,598 New
BFG
56
Berger Financial Group
Minnesota
$520K 20,644 -3,916 -16%
AFG
57
Altiora Financial Group
Ohio
$504K 20,000
VPWA
58
Vestia Personal Wealth Advisors
Indiana
$472K 18,728 +18,728 New
WA
59
Waverly Advisors
Alabama
$458K 18,202 +18,202 New
FA
60
FF Advisors
California
$453K 17,981
GGS
61
Galvin Gaustad & Stein
Arizona
$444K 17,628 +638 +4%
CW
62
CreativeOne Wealth
Kansas
$411K 16,337 +4,086 +33%
VWM
63
VCI Wealth Management
Missouri
$402K 15,982 +505 +3%
GSAM
64
Grant Street Asset Management
Pennsylvania
$397K 15,776 +111 +0.7%
GBFP
65
Golden Bell Financial Planning
Georgia
$389K 15,455 +1,694 +12%
GVAG
66
Great Valley Advisor Group
Delaware
$385K 15,285 +15,285 New
SFA
67
Sequoia Financial Advisors
Ohio
$372K 14,791 -3,671 -20%
CA
68
Continuum Advisory
Idaho
$368K 14,631 +13,831 +1,729%
CPL
69
CAP Partners LLC
Tennessee
$366K 14,554 +1,101 +8%
GAM
70
Gemmer Asset Management
California
$348K 13,831 +3,491 +34%
FFG
71
Fiduciary Financial Group
California
$323K 12,844 -7,734 -38%
LPL Financial
72
LPL Financial
California
$315K 12,516 +12,516 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$305K 12,108 +12,108 New
BCI
74
Brinker Capital Investments
Pennsylvania
$269K 10,689 +10,689 New
AAS
75
Asset Allocation Strategies
Michigan
$267K 10,609 -517 -5%