SCMB icon

Schwab Municipal Bond ETF

168 hedge funds and large institutions have $2.7B invested in Schwab Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
CFG
101
Chapman Financial Group
Hawaii
$410K
SWM
102
Spire Wealth Management
Virginia
$395K
CA
103
Continuum Advisory
Idaho
$382K
FFG
104
Fiduciary Financial Group
California
$382K
CIA
105
Concurrent Investment Advisors
Florida
$371K
GAM
106
Gemmer Asset Management
California
$366K
AA
107
Advisory Alpha
Michigan
$335K
BWP
108
Burling Wealth Partners
Illinois
$322K
HPM
109
Hoxton Planning & Management
West Virginia
$321K
Corient Private Wealth
110
Corient Private Wealth
Florida
$320K
CCM
111
Canal Capital Management
Virginia
$319K
HF
112
HRT Financial
New York
$316K
SAI
113
Savvy Advisors Inc
New York
$311K
JCA
114
January Capital Advisors
California
$306K
C
115
Certuity
Florida
$303K
CIA
116
Cape Investment Advisory
Georgia
$289K
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$264K
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$256K
VWM
119
VCI Wealth Management
Missouri
$255K
OIA
120
OneDigital Investment Advisors
Kansas
$250K
BCG
121
Breakwater Capital Group
New Jersey
$249K
BFC
122
Bedel Financial Consulting
Indiana
$248K
JIC
123
Johnson Investment Counsel
Ohio
$242K
NLA
124
Northern Lights Advisors
Washington
$242K
RWM
125
RMG Wealth Management
Wisconsin
$237K