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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
Holders
151
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
BWP
101
Burling Wealth Partners
Illinois
$325K
CCM
102
Canal Capital Management
Virginia
$321K
BCI
103
Brinker Capital Investments
Pennsylvania
$308K
HI
104
Harbour Investments
Wisconsin
$306K
CB
105
Commerce Bank
Missouri
$292K
CIA
106
Concurrent Investment Advisors
Florida
$282K
AWM
107
AE Wealth Management
Kansas
$280K
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$267K
VWM
109
VCI Wealth Management
Missouri
$266K
OIA
110
OneDigital Investment Advisors
Kansas
$253K
BFC
111
Bedel Financial Consulting
Indiana
$251K
Ameriprise
112
Ameriprise
Minnesota
$245K
BCG
113
Breakwater Capital Group
New Jersey
$241K
Cerity Partners
114
Cerity Partners
New York
$239K
HWA
115
Heartwood Wealth Advisors
Virginia
$238K
Morgan Stanley
116
Morgan Stanley
New York
$234K
HPM
117
Hoxton Planning & Management
West Virginia
$233K
P
118
&Partners
Tennessee
$218K
RCA
119
Resonant Capital Advisors
Wisconsin
$215K
BPW
120
BLVD Private Wealth
Kentucky
$214K
IIA
121
Integrity Investment Advisors
Colorado
$212K
HR
122
Howe & Rusling
New York
$211K
CIA
123
Cape Investment Advisory
Georgia
$201K
AA
124
Ancora Advisors
Ohio
$194K
TRCT
125
Tower Research Capital (TRC)
New York
$167K