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Schwab Municipal Bond ETF

167 hedge funds and large institutions have $2.7B invested in Schwab Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

119% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 32

32% more capital invested

Capital invested by funds: $2.05B → $2.7B (+$648M)

11% more funds holding

Funds holding: 151167 (+16)

0.4% more ownership

Funds ownership: 75.83%76.22% (+0.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
167
Holders Change
+16
Holders Change %
+10.6%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
70
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Advisornet Financial
Minnesota
$676K -$30.2K -1,170 -4%
AAS
77
Asset Allocation Strategies
Michigan
$654K +$214K +8,289 +48%
CBA
78
Coastal Bridge Advisors
Connecticut
$644K +$491 +19 +0.1%
MCM
79
MAI Capital Management
Ohio
$611K -$24.5K -946 -4%
BFA
80
Blueprint Financial Advisors
North Carolina
$601K -$16.8K -650 -3%
BIP
81
Blueprint Investment Partners
North Carolina
$601K -$16.8K -650 -3%
CPL
82
CAP Partners LLC
Tennessee
$580K +$82.3K +3,186 +16%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$576K
AIM
84
Advyzon Investment Management
Illinois
$571K +$42.7K +1,651 +8%
CCFM
85
Clear Creek Financial Management
Washington
$571K +$42.7K +1,651 +8%
Citadel Advisors
86
Citadel Advisors
Florida
$534K +$542K +20,977 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$529K +$536K +20,747 New
BFG
88
Berger Financial Group
Minnesota
$527K +$310 +12 +0.1%
HighTower Advisors
89
HighTower Advisors
Illinois
$523K +$114K +4,401 +27%
AFG
90
Altiora Financial Group
Ohio
$510K
SP
91
Symmetry Partners
Connecticut
$500K +$60.7K +2,348 +14%
GCP
92
Gill Capital Partners
Colorado
$493K
CW
93
CreativeOne Wealth
Kansas
$477K +$52.7K +2,039 +12%
GBFP
94
Golden Bell Financial Planning
Georgia
$458K +$20.8K +806 +5%
FA
95
FF Advisors
California
$433K -$30K -1,162 -6%
UFA
96
Unify Financial Advisors
Florida
$433K
GGS
97
Galvin Gaustad & Stein
Arizona
$425K -$24.1K -932 -5%
RWM
98
Revisor Wealth Management
Ohio
$419K -$2.95K -114 -0.7%
RCP
99
Roan Capital Partners
Tennessee
$416K +$422K +16,318 New
GSAM
100
Grant Street Asset Management
Pennsylvania
$413K +$2.43K +94 +0.6%