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Schwab Municipal Bond ETF

108 hedge funds and large institutions have $1.62B 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, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+22
Holders Change %
+25.58%
% of All Funds
1.45%
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
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
76
Asset Allocation Strategies
Michigan
$267K -$13K -517 -5%
BFC
77
Bedel Financial Consulting
Indiana
$265K +$14.1K +561 +6%
HighTower Advisors
78
HighTower Advisors
Illinois
$254K +$254K +10,083 New
Osaic Holdings
79
Osaic Holdings
Arizona
$251K -$732K -28,976 -75%
SAG
80
SageView Advisory Group
California
$248K +$248K +9,940 New
BIM
81
Breakwater Investment Management
Washington
$245K +$245K +9,740 New
HI
82
Harbour Investments
Wisconsin
$233K +$117K +4,660 +101%
HWA
83
Heartwood Wealth Advisors
Virginia
$233K +$233K +9,243 New
BWP
84
Burling Wealth Partners
Illinois
$217K +$217K +8,625 New
FLPIM
85
F.L. Putnam Investment Management
Massachusetts
$210K -$460K -18,263 -69%
Mariner
86
Mariner
Kansas
$206K
BCG
87
Breakwater Capital Group
New Jersey
$206K +$206K +8,194 New
HR
88
Howe & Rusling
New York
$206K +$206K +8,174 New
WPA
89
West Paces Advisors
Georgia
$167K -$99.5K -3,950 -37%
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$151K
CFG
91
Chapman Financial Group
Hawaii
$146K +$146K +5,800 New
WP
92
WealthShield Partners
North Carolina
$144K
AAS
93
Ameritas Advisory Services
Nebraska
$139K +$139K +5,530 New
Raymond James Financial
94
Raymond James Financial
Florida
$110K +$110K +4,368 New
CAL
95
Capital Analysts LLC
Pennsylvania
$98K +$27.4K +1,083 +39%
LFG
96
Larson Financial Group
Missouri
$95.9K +$70.5K +2,801 +278%
IA
97
IFP Advisors
Florida
$82.8K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$31.7K
AssetMark Inc
99
AssetMark Inc
California
$18.6K +$18.6K +738 New
CFO
100
CVA Family Office
Colorado
$17.6K -$44.9K -1,785 -72%