SCMB icon

Schwab Municipal Bond ETF

85 hedge funds and large institutions have $179M invested in Schwab Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+17
Holders Change %
+25%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
22
Increased
35
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFP
51
Root Financial Partners
California
$381K +$381K +14,839 New
KC
52
Kades & Cheifetz
Pennsylvania
$364K +$3.83K +149 +1%
GBFP
53
Golden Bell Financial Planning
Georgia
$348K +$348K +13,554 New
AAS
54
Asset Allocation Strategies
Michigan
$320K +$320K +12,499 New
BB
55
Bell Bank
North Dakota
$298K +$298K +11,608 New
CPL
56
CAP Partners LLC
Tennessee
$295K +$40.1K +1,560 +16%
FA
57
FF Advisors
California
$288K -$288K -11,120 -50%
Truist Financial
58
Truist Financial
North Carolina
$275K +$275K +5,275 New
BFC
59
Bedel Financial Consulting
Indiana
$256K +$21.7K +842 +9%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$253K
MML Investors Services
61
MML Investors Services
Massachusetts
$234K +$2.52K +98 +1%
LWA
62
LifeGoal Wealth Advisors
New York
$229K +$229K +8,920 New
CW
63
CreativeOne Wealth
Kansas
$211K +$211K +8,216 New
Mariner
64
Mariner
Kansas
$211K
HighTower Advisors
65
HighTower Advisors
Illinois
$206K -$26 -1 -0%
EW
66
Element Wealth
Mississippi
$189K
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$154K +$76.9K +3,000 +100%
CFG
68
Chapman Financial Group
Hawaii
$149K +$149K +5,800 New
WP
69
WealthShield Partners
North Carolina
$147K
AWM
70
Avior Wealth Management
Nebraska
$146K
IA
71
IFP Advisors
Florida
$84.5K
CAL
72
Capital Analysts LLC
Pennsylvania
$72K +$28.1K +1,091 +64%
CFO
73
CVA Family Office
Colorado
$63.6K +$488 +19 +0.8%
LFG
74
Larson Financial Group
Missouri
$25.8K +$103 +4 +0.4%
CA
75
Continuum Advisory
Idaho
$20.5K -$20.5K -800 -50%