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Schwab Municipal Bond ETF

109 hedge funds and large institutions have $1.62B invested in Schwab Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
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
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$650K
MCM
52
MAI Capital Management
Ohio
$625K
FCM
53
Family Capital Management
Michigan
$618K
BFA
54
Blueprint Financial Advisors
North Carolina
$610K
CFGSD
55
Compass Financial Group (South Dakota)
South Dakota
$580K
RFP
56
Root Financial Partners
California
$571K
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$569K
BFG
58
Berger Financial Group
Minnesota
$520K
AFG
59
Altiora Financial Group
Ohio
$504K
VPWA
60
Vestia Personal Wealth Advisors
Indiana
$472K
WA
61
Waverly Advisors
Alabama
$458K
FA
62
FF Advisors
California
$453K
GGS
63
Galvin Gaustad & Stein
Arizona
$444K
CW
64
CreativeOne Wealth
Kansas
$411K
VWM
65
VCI Wealth Management
Missouri
$402K
GSAM
66
Grant Street Asset Management
Pennsylvania
$397K
GBFP
67
Golden Bell Financial Planning
Georgia
$389K
GVAG
68
Great Valley Advisor Group
Delaware
$385K
SFA
69
Sequoia Financial Advisors
Ohio
$372K
CA
70
Continuum Advisory
Idaho
$368K
CPL
71
CAP Partners LLC
Tennessee
$366K
GAM
72
Gemmer Asset Management
California
$348K
FFG
73
Fiduciary Financial Group
California
$323K
LPL Financial
74
LPL Financial
California
$315K
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$305K