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Schwab Municipal Bond ETF

151 hedge funds and large institutions have $2.05B invested in Schwab Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 20

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

17% more funds holding

Funds holding: 129151 (+22)

9% more capital invested

Capital invested by funds: $1.88B → $2.05B (+$172M)

3.59% less ownership

Funds ownership: 79.42%75.83% (-3.6%)

Holders
151
Holders Change
+22
Holders Change %
+17.05%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
75
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
76
Advyzon Investment Management
Illinois
$535K +$18.7K +724 +4%
BFG
77
Berger Financial Group
Minnesota
$533K +$618 +24 +0.1%
WA
78
Waverly Advisors
Alabama
$526K +$77.3K +3,000 +17%
AFG
79
Altiora Financial Group
Ohio
$515K
CPL
80
CAP Partners LLC
Tennessee
$504K +$84.5K +3,280 +20%
GCP
81
Gill Capital Partners
Colorado
$498K +$499K +19,351 New
FA
82
FF Advisors
California
$463K
GGS
83
Galvin Gaustad & Stein
Arizona
$453K -$747 -29 -0.2%
AAS
84
Asset Allocation Strategies
Michigan
$447K -$34.3K -1,331 -7%
SP
85
Symmetry Partners
Connecticut
$445K +$445K +17,274 New
GBFP
86
Golden Bell Financial Planning
Georgia
$442K +$42.5K +1,649 +11%
UFA
87
Unify Financial Advisors
Florida
$438K +$438K +17,000 New
GG
88
Gleason Group
Kentucky
$436K +$179K +6,938 +70%
CW
89
CreativeOne Wealth
Kansas
$430K +$4.97K +193 +1%
RWM
90
Revisor Wealth Management
Ohio
$428K +$427K +16,554 New
HighTower Advisors
91
HighTower Advisors
Illinois
$415K -$71.7K -2,782 -15%
GSAM
92
Grant Street Asset Management
Pennsylvania
$415K +$4.84K +188 +1%
CFG
93
Chapman Financial Group
Hawaii
$415K +$59.3K +2,300 +17%
Goldman Sachs
94
Goldman Sachs
New York
$402K -$2.74M -106,485 -87%
FFG
95
Fiduciary Financial Group
California
$386K -$59K -2,290 -13%
CA
96
Continuum Advisory
Idaho
$384K +$4.25K +165 +1%
GAM
97
Gemmer Asset Management
California
$368K +$8.43K +327 +2%
NSG
98
Nalls Sherbakoff Group
Tennessee
$360K +$100K +3,880 +38%
MCA
99
MSH Capital Advisors
Arizona
$357K +$358K +13,876 New
SAG
100
SageView Advisory Group
California
$344K +$66K +2,561 +24%