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Schwab Municipal Bond ETF

129 hedge funds and large institutions have $1.88B invested in Schwab Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

140% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 25

17% more funds holding

Funds holding: 110129 (+19)

16% more capital invested

Capital invested by funds: $1.62B → $1.88B (+$262M)

0.01% more ownership

Funds ownership: 79.41%79.42% (+0.01%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
60
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$925K +$879K +34,859 +2,771%
LWMT
52
Legacy Wealth Management (Tennessee)
Tennessee
$898K +$22.1K +875 +3%
LPL Financial
53
LPL Financial
California
$879K +$549K +21,788 +174%
CFGSD
54
Compass Financial Group (South Dakota)
South Dakota
$845K +$251K +9,957 +43%
SVWG
55
Shared Vision Wealth Group
United States
$829K +$806K +32,000 New
KAS
56
Kestra Advisory Services
Texas
$786K -$30.6K -1,214 -4%
AF
57
Advisornet Financial
Minnesota
$740K -$81.4K -3,230 -10%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$705K +$43K +1,705 +7%
FCM
59
Family Capital Management
Michigan
$697K +$67.4K +2,673 +11%
VI
60
VanderPol Investments
Michigan
$647K -$1.48M -58,810 -70%
MCM
61
MAI Capital Management
Ohio
$637K +$1.66K +66 +0.3%
CBA
62
Coastal Bridge Advisors
Connecticut
$633K -$566K -22,476 -48%
BFA
63
Blueprint Financial Advisors
North Carolina
$621K
BIP
64
Blueprint Investment Partners
North Carolina
$621K +$611K +24,245 New
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$579K
BFG
66
Berger Financial Group
Minnesota
$529K +$479 +19 +0.1%
CCFM
67
Clear Creek Financial Management
Washington
$515K +$507K +20,115 New
AIM
68
Advyzon Investment Management
Illinois
$513K +$505K +20,040 New
AFG
69
Altiora Financial Group
Ohio
$512K
HighTower Advisors
70
HighTower Advisors
Illinois
$484K +$222K +8,822 +87%
AAS
71
Asset Allocation Strategies
Michigan
$479K +$204K +8,088 +76%
FA
72
FF Advisors
California
$460K
GGS
73
Galvin Gaustad & Stein
Arizona
$451K
WA
74
Waverly Advisors
Alabama
$446K -$20.2K -800 -4%
FFG
75
Fiduciary Financial Group
California
$443K +$112K +4,439 +35%