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Schwab Municipal Bond ETF
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Overview Fund Activity

50 hedge funds and large institutions have $104M invested in Schwab Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+21
Holders Change %
+72.41%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
19
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WPC
1
Wedmont Private Capital
Pennsylvania
$13M
2
BHWM
2
Beaird Harris Wealth Management
Texas
$6.32M
3
Bank of America
3
Bank of America
North Carolina
$5.67M
4
RWP
4
RWA Wealth Partners
Massachusetts
$3.42M
5
CSIA
5
Carl Stuart Investment Advisor
Texas
$2.08M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$31.2M
2
Jane Street
2
Jane Street
New York
$1.23M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$106K
4
SFA
4
Sequoia Financial Advisors
Ohio
$1.02M
5
IA
5
IFP Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
51
Aptus Capital Advisors
Alabama
$10.8K +$10.8K +410 New
IA
52
IFP Advisors
Florida
– -$24.8K -1,000 Closed
UBS Group
53
UBS Group
Switzerland
– -$3.37K -136 Closed
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