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Schwab Municipal Bond ETF

167 hedge funds and large institutions have $2.7B invested in Schwab Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

119% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 32

32% more capital invested

Capital invested by funds: $2.05B → $2.7B (+$648M)

11% more funds holding

Funds holding: 151167 (+16)

0.4% more ownership

Funds ownership: 75.83%76.22% (+0.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
167
Holders Change
+16
Holders Change %
+10.6%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
70
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$1.36M +$254K +9,826 +23%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.35M -$355K -13,745 -21%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$1.31M -$2.72M -105,239 -67%
CWAI
54
Core Wealth Advisors (Indiana)
Indiana
$1.28M
CL
55
Choreo LLC
Illinois
$1.28M +$1.29M +50,055 New
CM
56
Columbus Macro
Pennsylvania
$1.21M -$140K -5,408 -10%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.17M +$540K +20,878 +84%
FF
58
Francis Financial
$1.09M
LPL Financial
59
LPL Financial
California
$1.08M +$198K +7,676 +22%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.02M -$81.2K -3,140 -7%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.01M +$1.03M +39,800 New
SA
62
Stolz & Associates
Washington
$989K +$88.8K +3,435 +10%
NFG
63
Northeast Financial Group
Pennsylvania
$978K -$42.7K -1,653 -4%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$970K +$238K +9,190 +32%
HI
65
Harbour Investments
Wisconsin
$937K +$644K +24,902 +210%
LWMT
66
Legacy Wealth Management (Tennessee)
Tennessee
$930K +$36.9K +1,429 +4%
FCM
67
Family Capital Management
Michigan
$908K +$67.3K +2,605 +8%
AIM
68
Archer Investment Management
Texas
$897K +$910K +35,200 New
NFS
69
NewCorp Financial Services
Georgia
$895K
PPW
70
Pasadena Private Wealth
California
$847K +$859K +33,238 New
SFA
71
Sequoia Financial Advisors
Ohio
$842K +$142K +5,492 +20%
AW
72
Alteri Wealth
California
$819K +$294K +11,370 +55%
KAS
73
Kestra Advisory Services
Texas
$813K +$15.8K +611 +2%
WFAG
74
Wescott Financial Advisory Group
Pennsylvania
$790K +$4.65K +180 +0.6%
GG
75
Gleason Group
Kentucky
$692K +$265K +10,258 +61%