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Schwab Municipal Bond ETF

151 hedge funds and large institutions have $2.05B invested in Schwab Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 20

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

17% more funds holding

Funds holding: 129151 (+22)

9% more capital invested

Capital invested by funds: $1.88B → $2.05B (+$172M)

3.59% less ownership

Funds ownership: 79.42%75.83% (-3.6%)

Holders
151
Holders Change
+22
Holders Change %
+17.05%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
75
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$1.1M -$511K -19,835 -32%
NFG
52
Northeast Financial Group
Pennsylvania
$1.03M -$106K -4,099 -9%
EC
53
Elequin Capital
New York
$916K -$605K -23,468 -40%
NFS
54
NewCorp Financial Services
Georgia
$905K +$906K +35,138 New
LWMT
55
Legacy Wealth Management (Tennessee)
Tennessee
$903K
SA
56
Stolz & Associates
Washington
$903K +$904K +35,065 New
LPL Financial
57
LPL Financial
California
$893K +$9.59K +372 +1%
FCM
58
Family Capital Management
Michigan
$851K +$151K +5,841 +21%
SVWG
59
Shared Vision Wealth Group
United States
$828K
KAS
60
Kestra Advisory Services
Texas
$806K +$15.3K +592 +2%
MAS
61
Meeder Advisory Services
Ohio
$803K +$803K +31,160 New
SF
62
Summit Financial
New Jersey
$803K +$803K +31,160 New
WFAG
63
Wescott Financial Advisory Group
Pennsylvania
$794K +$794K +30,817 New
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$744K +$35.2K +1,364 +5%
AF
65
Advisornet Financial
Minnesota
$714K -$30.9K -1,200 -4%
SFA
66
Sequoia Financial Advisors
Ohio
$710K +$341K +13,226 +92%
CBA
67
Coastal Bridge Advisors
Connecticut
$651K +$14.1K +548 +2%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$644K +$442K +17,158 +219%
MCM
69
MAI Capital Management
Ohio
$643K +$1.96K +76 +0.3%
Corient Private Wealth
70
Corient Private Wealth
Florida
$630K +$631K +24,468 New
BFA
71
Blueprint Financial Advisors
North Carolina
$625K
BIP
72
Blueprint Investment Partners
North Carolina
$625K
PGFC
73
Peapack-Gladstone Financial Corp
New Jersey
$582K
AW
74
Alteri Wealth
California
$535K +$327K +12,690 +157%
CCFM
75
Clear Creek Financial Management
Washington
$535K +$16.7K +649 +3%