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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
Ameriprise
101
Ameriprise
Minnesota
$221K +$217K +8,630 New
RCA
102
Resonant Capital Advisors
Wisconsin
$214K -$824K -32,697 -80%
Wells Fargo
103
Wells Fargo
California
$213K +$210K +8,327 +832,700%
P
104
&Partners
Tennessee
$211K +$208K +8,240 New
HR
105
Howe & Rusling
New York
$209K
AW
106
Alteri Wealth
California
$207K +$204K +8,085 New
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$201K -$107K -4,264 -35%
WPA
108
West Paces Advisors
Georgia
$169K
AAS
109
Ameritas Advisory Services
Nebraska
$142K
Morgan Stanley
110
Morgan Stanley
New York
$131K +$129K +5,133 +513,300%
CAL
111
Capital Analysts LLC
Pennsylvania
$109K +$9.17K +364 +9%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$57K +$56K +2,223 New
RFP
113
Root Financial Partners
California
$27.7K -$544K -21,592 -95%
LFG
114
Larson Financial Group
Missouri
$25.4K -$70.9K -2,815 -74%
MA
115
MCF Advisors
Kentucky
$24.5K +$24.1K +956 New
AssetMark Inc
116
AssetMark Inc
California
$18.9K
CFO
117
CVA Family Office
Colorado
$17.9K
AWM
118
AE Wealth Management
Kansas
$16.4K -$806 -32 -5%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$13.4K +$13.2K +523 New
RTL
120
Red Tortoise LLC
Georgia
$9.74K +$76 +3 +0.8%
ACA
121
Aptus Capital Advisors
Alabama
$5.25K
CA
122
Clearstead Advisors
Ohio
$4.35K +$4.28K +170 New
CFB
123
Cullen/Frost Bankers
Texas
$3.97K +$3.91K +155 New
MCA
124
Maryland Capital Advisors
Maryland
$3.56K +$3.5K +139 New
BWL
125
Bogart Wealth LLC
Virginia
$2.1K +$2.07K +82 New