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Schwab Municipal Bond ETF

148 hedge funds and large institutions have $2.05B invested in Schwab Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
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
BCI
101
Brinker Capital Investments
Pennsylvania
$308K
HI
102
Harbour Investments
Wisconsin
$306K
CB
103
Commerce Bank
Missouri
$292K
CIA
104
Concurrent Investment Advisors
Florida
$282K
AWM
105
AE Wealth Management
Kansas
$280K
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$267K
VWM
107
VCI Wealth Management
Missouri
$266K
OIA
108
OneDigital Investment Advisors
Kansas
$253K
BFC
109
Bedel Financial Consulting
Indiana
$251K
Ameriprise
110
Ameriprise
Minnesota
$245K
BCG
111
Breakwater Capital Group
New Jersey
$241K
Cerity Partners
112
Cerity Partners
New York
$239K
HWA
113
Heartwood Wealth Advisors
Virginia
$238K
Morgan Stanley
114
Morgan Stanley
New York
$234K
HPM
115
Hoxton Planning & Management
West Virginia
$233K
P
116
&Partners
Tennessee
$218K
RCA
117
Resonant Capital Advisors
Wisconsin
$215K
BPW
118
BLVD Private Wealth
Kentucky
$214K
IIA
119
Integrity Investment Advisors
Colorado
$212K
HR
120
Howe & Rusling
New York
$211K
CIA
121
Cape Investment Advisory
Georgia
$201K
AA
122
Ancora Advisors
Ohio
$194K
TRCT
123
Tower Research Capital (TRC)
New York
$167K
WPA
124
West Paces Advisors
Georgia
$155K
CAL
125
Capital Analysts LLC
Pennsylvania
$139K