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Schwab Municipal Bond ETF

86 hedge funds and large institutions have $257M invested in Schwab Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
39
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$31.9K 1,258 +1,258 New
AF
77
Allworth Financial
California
$28.9K 1,150 +1,150 New
LFG
78
Larson Financial Group
Missouri
$25.6K 1,008 +2 +0.2%
AWM
79
AE Wealth Management
Kansas
$24.6K 970 +774 +395%
CA
80
Continuum Advisory
Idaho
$20.3K 800
AIM
81
Anchor Investment Management
South Carolina
$15.2K 600 +600 New
CIA
82
Cape Investment Advisory
Georgia
$12.9K 507 +3 +0.6%
RTL
83
Red Tortoise LLC
Georgia
$10.5K 412 +2 +0.5%
ACA
84
Aptus Capital Advisors
Alabama
$5.2K 205
PK
85
Pflug Koory
Nebraska
$312 12
CIAS
86
Capital Investment Advisory Services
North Carolina
$101 4 -740 -99%
CSIA
87
Carl Stuart Investment Advisor
Texas
-55,424 Closed
SAG
88
SageView Advisory Group
California
-39,734 Closed
BWM
89
BCO Wealth Management
New Mexico
-28,101 Closed
BB
90
Bell Bank
North Dakota
-11,608 Closed
LWA
91
LifeGoal Wealth Advisors
New York
-8,920 Closed
HighTower Advisors
92
HighTower Advisors
Illinois
-8,009 Closed
EW
93
Element Wealth
Mississippi
-7,350 Closed
AWM
94
Avior Wealth Management
Nebraska
-5,686 Closed
Truist Financial
95
Truist Financial
North Carolina
-5,275 Closed
EWM
96
EPG Wealth Management
Georgia
-750 Closed
UBS Group
97
UBS Group
Switzerland
-42 Closed
Morgan Stanley
98
Morgan Stanley
New York
-2 Closed
CFGS
99
Concourse Financial Group Securities
Alabama