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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
CFG
101
Chapman Financial Group
Hawaii
$410K
SWM
102
Spire Wealth Management
Virginia
$395K +$400K +15,492 New
CA
103
Continuum Advisory
Idaho
$382K +$2.15K +83 +0.6%
FFG
104
Fiduciary Financial Group
California
$382K
CIA
105
Concurrent Investment Advisors
Florida
$371K +$93.6K +3,622 +33%
GAM
106
Gemmer Asset Management
California
$366K +$2.15K +83 +0.6%
AA
107
Advisory Alpha
Michigan
$335K +$340K +13,162 New
BWP
108
Burling Wealth Partners
Illinois
$322K
HPM
109
Hoxton Planning & Management
West Virginia
$321K +$92.5K +3,577 +40%
Corient Private Wealth
110
Corient Private Wealth
Florida
$320K -$308K -11,903 -49%
CCM
111
Canal Capital Management
Virginia
$319K +$1.6K +62 +0.5%
HF
112
HRT Financial
New York
$316K +$321K +12,416 New
SAI
113
Savvy Advisors Inc
New York
$311K +$315K +12,200 New
JCA
114
January Capital Advisors
California
$306K +$311K +12,026 New
C
115
Certuity
Florida
$303K +$308K +11,897 New
CIA
116
Cape Investment Advisory
Georgia
$289K +$92K +3,560 +46%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$264K
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$256K +$260K +10,051 New
VWM
119
VCI Wealth Management
Missouri
$255K -$8.06K -312 -3%
OIA
120
OneDigital Investment Advisors
Kansas
$250K
BCG
121
Breakwater Capital Group
New Jersey
$249K +$10.7K +413 +4%
BFC
122
Bedel Financial Consulting
Indiana
$248K
JIC
123
Johnson Investment Counsel
Ohio
$242K +$246K +9,510 New
NLA
124
Northern Lights Advisors
Washington
$242K +$245K +9,486 New
RWM
125
RMG Wealth Management
Wisconsin
$237K +$239K +9,237 New