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Schwab Municipal Bond ETF

106 hedge funds and large institutions have $1.61B invested in Schwab Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
+20
Holders Change %
+23.26%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
42
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFC
76
Bedel Financial Consulting
Indiana
$265K 10,513 +561 +6%
HighTower Advisors
77
HighTower Advisors
Illinois
$254K 10,083 +10,083 New
Osaic Holdings
78
Osaic Holdings
Arizona
$251K 9,917 -28,976 -75%
SAG
79
SageView Advisory Group
California
$248K 9,940 +9,940 New
BIM
80
Breakwater Investment Management
Washington
$245K 9,740 +9,740 New
HI
81
Harbour Investments
Wisconsin
$233K 9,252 +4,660 +101%
HWA
82
Heartwood Wealth Advisors
Virginia
$233K 9,243 +9,243 New
BWP
83
Burling Wealth Partners
Illinois
$217K 8,625 +8,625 New
FLPIM
84
F.L. Putnam Investment Management
Massachusetts
$210K 8,329 -18,263 -69%
Mariner
85
Mariner
Kansas
$206K 8,200
BCG
86
Breakwater Capital Group
New Jersey
$206K 8,194 +8,194 New
HR
87
Howe & Rusling
New York
$206K 8,174 +8,174 New
WPA
88
West Paces Advisors
Georgia
$167K 6,615 -3,950 -37%
CFG
89
Chapman Financial Group
Hawaii
$146K 5,800 +5,800 New
WP
90
WealthShield Partners
North Carolina
$144K 5,724
AAS
91
Ameritas Advisory Services
Nebraska
$139K 5,530 +5,530 New
Raymond James Financial
92
Raymond James Financial
Florida
$110K 4,368 +4,368 New
CAL
93
Capital Analysts LLC
Pennsylvania
$98K 3,874 +1,083 +39%
LFG
94
Larson Financial Group
Missouri
$95.9K 3,809 +2,801 +278%
IA
95
IFP Advisors
Florida
$82.8K 3,290
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$31.7K 1,258
AssetMark Inc
97
AssetMark Inc
California
$18.6K 738 +738 New
CFO
98
CVA Family Office
Colorado
$17.6K 700 -1,785 -72%
HHGA
99
Halbert Hargrove Global Advisors
California
$17.6K 700 +700 New
AWM
100
AE Wealth Management
Kansas
$16.9K 672 -298 -31%