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Schwab Municipal Bond ETF

148 hedge funds and large institutions have $2.05B invested in Schwab Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Creative Planning
51
Creative Planning
Kansas
$1.1M
NFG
52
Northeast Financial Group
Pennsylvania
$1.03M
EC
53
Elequin Capital
New York
$916K
NFS
54
NewCorp Financial Services
Georgia
$905K
LWMT
55
Legacy Wealth Management (Tennessee)
Tennessee
$903K
SA
56
Stolz & Associates
Washington
$903K
LPL Financial
57
LPL Financial
California
$893K
FCM
58
Family Capital Management
Michigan
$851K
SVWG
59
Shared Vision Wealth Group
United States
$828K
KAS
60
Kestra Advisory Services
Texas
$806K
MAS
61
Meeder Advisory Services
Ohio
$803K
SF
62
Summit Financial
New Jersey
$803K
WFAG
63
Wescott Financial Advisory Group
Pennsylvania
$794K
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$744K
AF
65
Advisornet Financial
Minnesota
$714K
SFA
66
Sequoia Financial Advisors
Ohio
$710K
CBA
67
Coastal Bridge Advisors
Connecticut
$651K
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$644K
MCM
69
MAI Capital Management
Ohio
$643K
BFA
70
Blueprint Financial Advisors
North Carolina
$625K
BIP
71
Blueprint Investment Partners
North Carolina
$625K
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$582K
AW
73
Alteri Wealth
California
$535K
CCFM
74
Clear Creek Financial Management
Washington
$535K
AIM
75
Advyzon Investment Management
Illinois
$535K