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Schwab Municipal Bond ETF
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Overview Fund Activity

50 hedge funds and large institutions have $118M invested in Schwab Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 11 closing their positions.

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
23
Reduced
8
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CST
1
Charles Schwab Trust
Nevada
$14.4M
2
CA
2
CGN Advisors
Kansas
$4.46M
3
Charles Schwab
3
Charles Schwab
California
$33.2M
4
VI
4
VanderPol Investments
Michigan
$2.19M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.48M

Top Sellers

1
CSIA
1
Carl Stuart Investment Advisor
Texas
$0
2
SAG
2
SageView Advisory Group
California
$0
3
LA
3
Lindenwold Advisors
Pennsylvania
$0
4
BFM
4
Boothbay Fund Management
New York
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
51
Carl Stuart Investment Advisor
Texas
– -$2.08M -79,254 Closed
LA
52
Lindenwold Advisors
Pennsylvania
– -$1.49M -56,500 Closed
BFM
53
Boothbay Fund Management
New York
– -$1.02M -38,928 Closed
AWM
54
AE Wealth Management
Kansas
– -$473K -18,184 Closed
OMC
55
Old Mission Capital
Illinois
– -$258K -9,806 Closed
NL
56
NWAM LLC
Washington
– -$231K -8,800 Closed
AWE
57
Avidian Wealth Enterprises
Texas
– -$215K -8,154 Closed
MMA
58
Miracle Mile Advisors
California
– -$201K -7,632 Closed
FFA
59
Farther Finance Advisors
California
– -$84.2K -3,200 Closed
VF
60
VitalStone Financial
Texas
– -$62K -2,352 Closed
ASN
61
Advisory Services Network
Georgia
– -$10.8K -410 Closed
SAG
62
SageView Advisory Group
California
– -$1.79M – –
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