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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.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$523K
FFG
52
Fiduciary Financial Group
California
$510K
AFG
53
Altiora Financial Group
Ohio
$507K
SFA
54
Sequoia Financial Advisors
Ohio
$468K
FA
55
FF Advisors
California
$452K
GGS
56
Galvin Gaustad & Stein
Arizona
$431K
GSAM
57
Grant Street Asset Management
Pennsylvania
$397K
VWM
58
VCI Wealth Management
Missouri
$393K
PPH
59
Pure Portfolios Holdings
Oregon
$383K
GBFP
60
Golden Bell Financial Planning
Georgia
$349K
CPL
61
CAP Partners LLC
Tennessee
$341K
CW
62
CreativeOne Wealth
Kansas
$311K
LWMT
63
Legacy Wealth Management (Tennessee)
Tennessee
$307K
AAS
64
Asset Allocation Strategies
Michigan
$282K
WPA
65
West Paces Advisors
Georgia
$268K
GAM
66
Gemmer Asset Management
California
$262K
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$253K
BFC
68
Bedel Financial Consulting
Indiana
$250K
Mariner
69
Mariner
Kansas
$208K
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$149K
WP
71
WealthShield Partners
North Carolina
$145K
HI
72
Harbour Investments
Wisconsin
$116K
IA
73
IFP Advisors
Florida
$83.5K
CAL
74
Capital Analysts LLC
Pennsylvania
$71K
CFO
75
CVA Family Office
Colorado
$63.1K