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Schwab Municipal Bond ETF

128 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, 59 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
CW
76
CreativeOne Wealth
Kansas
$422K
CPL
77
CAP Partners LLC
Tennessee
$417K
CPRC
78
Consolidated Portfolio Review Corp
New York
$415K
Mariner
79
Mariner
Kansas
$412K
GSAM
80
Grant Street Asset Management
Pennsylvania
$408K
GBFP
81
Golden Bell Financial Planning
Georgia
$397K
CA
82
Continuum Advisory
Idaho
$378K
SFA
83
Sequoia Financial Advisors
Ohio
$367K
GAM
84
Gemmer Asset Management
California
$357K
CFG
85
Chapman Financial Group
Hawaii
$353K
IA
86
IFP Advisors
Florida
$328K
BCI
87
Brinker Capital Investments
Pennsylvania
$306K
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$283K
Citadel Advisors
89
Citadel Advisors
Florida
$281K
HI
90
Harbour Investments
Wisconsin
$280K
SAG
91
SageView Advisory Group
California
$277K
BWP
92
Burling Wealth Partners
Illinois
$272K
CCM
93
Canal Capital Management
Virginia
$272K
BFC
94
Bedel Financial Consulting
Indiana
$269K
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$266K
VWM
96
VCI Wealth Management
Missouri
$261K
GG
97
Gleason Group
Kentucky
$256K
BCG
98
Breakwater Capital Group
New Jersey
$238K
HWA
99
Heartwood Wealth Advisors
Virginia
$237K
Ameriprise
100
Ameriprise
Minnesota
$221K