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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

275% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 20

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

17% more funds holding

Funds holding: 129151 (+22)

9% more capital invested

Capital invested by funds: $1.88B → $2.05B (+$172M)

3.59% less ownership

Funds ownership: 79.42%75.83% (-3.6%)

Holders
151
Holders Change
+22
Holders Change %
+17.05%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
75
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
101
Burling Wealth Partners
Illinois
$325K +$51.5K +2,000 +19%
CCM
102
Canal Capital Management
Virginia
$321K +$47.2K +1,830 +17%
BCI
103
Brinker Capital Investments
Pennsylvania
$308K
HI
104
Harbour Investments
Wisconsin
$306K +$24.3K +944 +9%
CB
105
Commerce Bank
Missouri
$292K +$292K +11,340 New
CIA
106
Concurrent Investment Advisors
Florida
$282K +$282K +10,934 New
AWM
107
AE Wealth Management
Kansas
$280K +$263K +10,222 +1,597%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$267K
VWM
109
VCI Wealth Management
Missouri
$266K +$3.12K +121 +1%
OIA
110
OneDigital Investment Advisors
Kansas
$253K +$253K +9,825 New
BFC
111
Bedel Financial Consulting
Indiana
$251K -$20.2K -784 -7%
Ameriprise
112
Ameriprise
Minnesota
$245K +$22.3K +864 +10%
BCG
113
Breakwater Capital Group
New Jersey
$241K +$1K +39 +0.4%
Cerity Partners
114
Cerity Partners
New York
$239K +$239K +9,277 New
HWA
115
Heartwood Wealth Advisors
Virginia
$238K
Morgan Stanley
116
Morgan Stanley
New York
$234K +$102K +3,944 +77%
HPM
117
Hoxton Planning & Management
West Virginia
$233K +$233K +9,034 New
P
118
&Partners
Tennessee
$218K +$6.16K +239 +3%
RCA
119
Resonant Capital Advisors
Wisconsin
$215K
BPW
120
BLVD Private Wealth
Kentucky
$214K +$214K +8,301 New
IIA
121
Integrity Investment Advisors
Colorado
$212K +$212K +8,231 New
HR
122
Howe & Rusling
New York
$211K
CIA
123
Cape Investment Advisory
Georgia
$201K +$201K +7,794 New
AA
124
Ancora Advisors
Ohio
$194K +$194K +7,543 New
TRCT
125
Tower Research Capital (TRC)
New York
$167K +$167K +6,475 New