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Schwab Municipal Bond ETF

86 hedge funds and large institutions have $257M invested in Schwab Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
39
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$523K 20,622 -22,295 -52%
FFG
52
Fiduciary Financial Group
California
$510K 20,578 -19,503 -49%
AFG
53
Altiora Financial Group
Ohio
$507K 20,000
SFA
54
Sequoia Financial Advisors
Ohio
$468K 18,462 +1,094 +6%
FA
55
FF Advisors
California
$452K 17,981 +6,861 +62%
GGS
56
Galvin Gaustad & Stein
Arizona
$431K 16,990 -800 -4%
GSAM
57
Grant Street Asset Management
Pennsylvania
$397K 15,665 +15,665 New
VWM
58
VCI Wealth Management
Missouri
$393K 15,477 -2,207 -12%
PPH
59
Pure Portfolios Holdings
Oregon
$383K 15,085 +15,085 New
GBFP
60
Golden Bell Financial Planning
Georgia
$349K 13,761 +207 +2%
CPL
61
CAP Partners LLC
Tennessee
$341K 13,453 +1,965 +17%
CW
62
CreativeOne Wealth
Kansas
$311K 12,251 +4,035 +49%
LWMT
63
Legacy Wealth Management (Tennessee)
Tennessee
$307K 12,110 +12,110 New
AAS
64
Asset Allocation Strategies
Michigan
$282K 11,126 -1,373 -11%
WPA
65
West Paces Advisors
Georgia
$268K 10,565 -7,120 -40%
GAM
66
Gemmer Asset Management
California
$262K 10,340 +10,340 New
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$253K 9,794
BFC
68
Bedel Financial Consulting
Indiana
$250K 9,952 +4 +0%
Mariner
69
Mariner
Kansas
$208K 8,200
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$149K 6,000
WP
71
WealthShield Partners
North Carolina
$145K 5,724
HI
72
Harbour Investments
Wisconsin
$116K 4,592 +4,088 +811%
IA
73
IFP Advisors
Florida
$83.5K 3,290
CAL
74
Capital Analysts LLC
Pennsylvania
$71K 2,791
CFO
75
CVA Family Office
Colorado
$63.1K 2,485 +10 +0.4%