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Schwab Municipal Bond ETF

68 hedge funds and large institutions have $136M invested in Schwab Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
32
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$210K +$210K +8,010 New
BFAG
52
Blackston Financial Advisory Group
Florida
$201K +$201K +7,648 New
MMA
53
Miracle Mile Advisors
California
$201K +$201K +7,636 New
EW
54
Element Wealth
Mississippi
$193K +$75.4K +2,870 +64%
WP
55
WealthShield Partners
North Carolina
$150K
AWM
56
Avior Wealth Management
Nebraska
$149K +$149K +5,686 New
IA
57
IFP Advisors
Florida
$86.4K +$86.4K +3,290 New
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$78.8K +$78.8K +3,000 New
CFO
59
CVA Family Office
Colorado
$64.5K +$368 +14 +0.6%
CAL
60
Capital Analysts LLC
Pennsylvania
$45K +$8.84K +334 +24%
LFG
61
Larson Financial Group
Missouri
$26.3K +$26.3K +1,002 New
CA
62
Continuum Advisory
Idaho
$20.7K +$12.9K +1,000 +167%
EWM
63
EPG Wealth Management
Georgia
$19.7K +$19.7K +750 New
CIAS
64
Capital Investment Advisory Services
North Carolina
$19.5K +$11.9K +454 +157%
RTL
65
Red Tortoise LLC
Georgia
$10.6K +$105 +4 +1%
ACA
66
Aptus Capital Advisors
Alabama
$5.38K
PK
67
Pflug Koory
Nebraska
$321 +$321 +12 New
Morgan Stanley
68
Morgan Stanley
New York
$61 +$61 +2 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$9.57M -372,518 Closed
Bank of New York Mellon
70
Bank of New York Mellon
New York
-$1.47M -57,140 Closed
AWA
71
Acorn Wealth Advisors
Michigan
-$365K -14,204 Closed
UBS Group
72
UBS Group
Switzerland
-$95.2K -3,706 Closed
RFG
73
RFP Financial Group
Georgia
-$86.6K -3,370 Closed
GLR
74
Great Lakes Retirement
Ohio
-$35K -1,360 Closed
GWS
75
Glassman Wealth Services
Virginia
-$14.3K -558 Closed