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Schwab Municipal Bond ETF

109 hedge funds and large institutions have $1.62B invested in Schwab Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
BCI
76
Brinker Capital Investments
Pennsylvania
$269K
AAS
77
Asset Allocation Strategies
Michigan
$267K
BFC
78
Bedel Financial Consulting
Indiana
$265K
HighTower Advisors
79
HighTower Advisors
Illinois
$254K
Osaic Holdings
80
Osaic Holdings
Arizona
$251K
SAG
81
SageView Advisory Group
California
$248K
BIM
82
Breakwater Investment Management
Washington
$245K
HI
83
Harbour Investments
Wisconsin
$233K
HWA
84
Heartwood Wealth Advisors
Virginia
$233K
BWP
85
Burling Wealth Partners
Illinois
$217K
FLPIM
86
F.L. Putnam Investment Management
Massachusetts
$210K
Mariner
87
Mariner
Kansas
$206K
BCG
88
Breakwater Capital Group
New Jersey
$206K
HR
89
Howe & Rusling
New York
$206K
WPA
90
West Paces Advisors
Georgia
$167K
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$151K
CFG
92
Chapman Financial Group
Hawaii
$146K
WP
93
WealthShield Partners
North Carolina
$144K
AAS
94
Ameritas Advisory Services
Nebraska
$139K
Raymond James Financial
95
Raymond James Financial
Florida
$110K
CAL
96
Capital Analysts LLC
Pennsylvania
$98K
LFG
97
Larson Financial Group
Missouri
$95.9K
IA
98
IFP Advisors
Florida
$82.8K
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$31.7K
AssetMark Inc
100
AssetMark Inc
California
$18.6K