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Schwab Municipal Bond ETF

125 hedge funds and large institutions have $1.88B invested in Schwab Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
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
BCI
86
Brinker Capital Investments
Pennsylvania
$306K
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$283K
Citadel Advisors
88
Citadel Advisors
Florida
$281K
HI
89
Harbour Investments
Wisconsin
$280K
SAG
90
SageView Advisory Group
California
$277K
BWP
91
Burling Wealth Partners
Illinois
$272K
BFC
92
Bedel Financial Consulting
Indiana
$269K
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$266K
VWM
94
VCI Wealth Management
Missouri
$261K
GG
95
Gleason Group
Kentucky
$256K
BCG
96
Breakwater Capital Group
New Jersey
$238K
HWA
97
Heartwood Wealth Advisors
Virginia
$237K
Ameriprise
98
Ameriprise
Minnesota
$221K
RCA
99
Resonant Capital Advisors
Wisconsin
$214K
Wells Fargo
100
Wells Fargo
California
$213K