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Schwab Municipal Bond ETF

125 hedge funds and large institutions have $1.88B invested in Schwab Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$925K
LWMT
52
Legacy Wealth Management (Tennessee)
Tennessee
$898K
LPL Financial
53
LPL Financial
California
$879K
CFGSD
54
Compass Financial Group (South Dakota)
South Dakota
$845K
SVWG
55
Shared Vision Wealth Group
United States
$829K
KAS
56
Kestra Advisory Services
Texas
$786K
AF
57
Advisornet Financial
Minnesota
$740K
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$705K
FCM
59
Family Capital Management
Michigan
$697K
VI
60
VanderPol Investments
Michigan
$647K
MCM
61
MAI Capital Management
Ohio
$637K
CBA
62
Coastal Bridge Advisors
Connecticut
$633K
BFA
63
Blueprint Financial Advisors
North Carolina
$621K
BIP
64
Blueprint Investment Partners
North Carolina
$621K
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$579K
BFG
66
Berger Financial Group
Minnesota
$529K
CCFM
67
Clear Creek Financial Management
Washington
$515K
AIM
68
Advyzon Investment Management
Illinois
$513K
AFG
69
Altiora Financial Group
Ohio
$512K
HighTower Advisors
70
HighTower Advisors
Illinois
$484K
AAS
71
Asset Allocation Strategies
Michigan
$479K
FA
72
FF Advisors
California
$460K
GGS
73
Galvin Gaustad & Stein
Arizona
$451K
WA
74
Waverly Advisors
Alabama
$446K
FFG
75
Fiduciary Financial Group
California
$443K