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Schwab Municipal Bond ETF

108 hedge funds and large institutions have $1.62B invested in Schwab Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+22
Holders Change %
+25.58%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
42
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
51
MAI Capital Management
Ohio
$625K +$10.3K +411 +2%
FCM
52
Family Capital Management
Michigan
$618K +$32.2K +1,279 +6%
BFA
53
Blueprint Financial Advisors
North Carolina
$610K +$610K +24,245 New
CFGSD
54
Compass Financial Group (South Dakota)
South Dakota
$580K +$13.6K +539 +2%
RFP
55
Root Financial Partners
California
$571K
PGFC
56
Peapack-Gladstone Financial Corp
New Jersey
$569K +$569K +22,598 New
BFG
57
Berger Financial Group
Minnesota
$520K -$98.6K -3,916 -16%
AFG
58
Altiora Financial Group
Ohio
$504K
VPWA
59
Vestia Personal Wealth Advisors
Indiana
$472K +$472K +18,728 New
WA
60
Waverly Advisors
Alabama
$458K +$458K +18,202 New
FA
61
FF Advisors
California
$453K
GGS
62
Galvin Gaustad & Stein
Arizona
$444K +$16.1K +638 +4%
CW
63
CreativeOne Wealth
Kansas
$411K +$103K +4,086 +33%
VWM
64
VCI Wealth Management
Missouri
$402K +$12.7K +505 +3%
GSAM
65
Grant Street Asset Management
Pennsylvania
$397K +$2.8K +111 +0.7%
GBFP
66
Golden Bell Financial Planning
Georgia
$389K +$42.7K +1,694 +12%
GVAG
67
Great Valley Advisor Group
Delaware
$385K +$385K +15,285 New
SFA
68
Sequoia Financial Advisors
Ohio
$372K -$92.4K -3,671 -20%
CA
69
Continuum Advisory
Idaho
$368K +$348K +13,831 +1,729%
CPL
70
CAP Partners LLC
Tennessee
$366K +$27.7K +1,101 +8%
GAM
71
Gemmer Asset Management
California
$348K +$87.9K +3,491 +34%
FFG
72
Fiduciary Financial Group
California
$323K -$194K -7,734 -38%
LPL Financial
73
LPL Financial
California
$315K +$315K +12,516 New
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$305K +$305K +12,108 New
BCI
75
Brinker Capital Investments
Pennsylvania
$269K +$269K +10,689 New