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Schwab Municipal Bond ETF

168 hedge funds and large institutions have $2.7B invested in Schwab Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
AF
76
Advisornet Financial
Minnesota
$676K
AAS
77
Asset Allocation Strategies
Michigan
$654K
CBA
78
Coastal Bridge Advisors
Connecticut
$644K
MCM
79
MAI Capital Management
Ohio
$611K
BIP
80
Blueprint Investment Partners
North Carolina
$601K
BFA
81
Blueprint Financial Advisors
North Carolina
$601K
CPL
82
CAP Partners LLC
Tennessee
$580K
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$576K
CCFM
84
Clear Creek Financial Management
Washington
$571K
AIM
85
Advyzon Investment Management
Illinois
$571K
Citadel Advisors
86
Citadel Advisors
Florida
$534K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$529K
BFG
88
Berger Financial Group
Minnesota
$527K
HighTower Advisors
89
HighTower Advisors
Illinois
$523K
AFG
90
Altiora Financial Group
Ohio
$510K
SP
91
Symmetry Partners
Connecticut
$500K
GCP
92
Gill Capital Partners
Colorado
$493K
CW
93
CreativeOne Wealth
Kansas
$477K
GBFP
94
Golden Bell Financial Planning
Georgia
$458K
FA
95
FF Advisors
California
$433K
UFA
96
Unify Financial Advisors
Florida
$433K
GGS
97
Galvin Gaustad & Stein
Arizona
$425K
RWM
98
Revisor Wealth Management
Ohio
$419K
RCP
99
Roan Capital Partners
Tennessee
$416K
GSAM
100
Grant Street Asset Management
Pennsylvania
$413K