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Schwab Municipal Bond ETF

129 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, 60 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

140% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 25

17% more funds holding

Funds holding: 110129 (+19)

16% more capital invested

Capital invested by funds: $1.62B → $1.88B (+$262M)

0.01% more ownership

Funds ownership: 79.41%79.42% (+0.01%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
60
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
76
CreativeOne Wealth
Kansas
$422K +$3.75K +149 +0.9%
CPL
77
CAP Partners LLC
Tennessee
$417K +$44K +1,747 +12%
CPRC
78
Consolidated Portfolio Review Corp
New York
$415K +$409K +16,219 New
Mariner
79
Mariner
Kansas
$412K +$199K +7,895 +96%
GSAM
80
Grant Street Asset Management
Pennsylvania
$408K +$3.63K +144 +0.9%
GBFP
81
Golden Bell Financial Planning
Georgia
$397K +$1.46K +58 +0.4%
CA
82
Continuum Advisory
Idaho
$378K +$3.17K +126 +0.9%
SFA
83
Sequoia Financial Advisors
Ohio
$367K -$11.2K -444 -3%
GAM
84
Gemmer Asset Management
California
$357K +$3.17K +126 +0.9%
CFG
85
Chapman Financial Group
Hawaii
$353K +$202K +8,000 +138%
IA
86
IFP Advisors
Florida
$328K +$240K +9,515 +289%
BCI
87
Brinker Capital Investments
Pennsylvania
$306K +$31.5K +1,250 +12%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$283K +$278K +11,039 New
Citadel Advisors
89
Citadel Advisors
Florida
$281K +$277K +10,974 New
HI
90
Harbour Investments
Wisconsin
$280K +$42.3K +1,677 +18%
SAG
91
SageView Advisory Group
California
$277K +$21.9K +870 +9%
BWP
92
Burling Wealth Partners
Illinois
$272K +$50.4K +2,000 +23%
CCM
93
Canal Capital Management
Virginia
$272K -$2.57K -102 -1%
BFC
94
Bedel Financial Consulting
Indiana
$269K
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$266K +$261K +10,374 New
VWM
96
VCI Wealth Management
Missouri
$261K -$146K -5,795 -36%
NSG
97
Nalls Sherbakoff Group
Tennessee
$258K +$100K +3,972 +65%
GG
98
Gleason Group
Kentucky
$256K +$251K +9,979 New
BCG
99
Breakwater Capital Group
New Jersey
$238K +$28K +1,113 +14%
HWA
100
Heartwood Wealth Advisors
Virginia
$237K