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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
WPA
126
West Paces Advisors
Georgia
$155K
CAL
127
Capital Analysts LLC
Pennsylvania
$139K
LFG
128
Larson Financial Group
Missouri
$135K
Wells Fargo
129
Wells Fargo
California
$109K
CA
130
Clearstead Advisors
Ohio
$84K
RFP
131
Root Financial Partners
California
$79.1K
BBHC
132
Brown Brothers Harriman & Co
New York
$69.3K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$57K
ACA
134
Aptus Capital Advisors
Alabama
$44.5K
JFG
135
JDM Financial Group
Texas
$38.1K
ME
136
McIlrath & Eck
Washington
$33.9K
FFA
137
Farther Finance Advisors
California
$25.8K
AssetMark Inc
138
AssetMark Inc
California
$19K
CFO
139
CVA Family Office
Colorado
$18K
TC
140
Trust Company
Kansas
$17.5K
AC
141
AlphaCore Capital
California
$12.6K
FCAS
142
First Command Advisory Services
Texas
$11.7K
RTL
143
Red Tortoise LLC
Georgia
$9.91K
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$5.31K
GCM
145
Gunpowder Capital Management
Maryland
$4.02K
MCA
146
Maryland Capital Advisors
Maryland
$3.58K
KBFS
147
Kohmann Bosshard Financial Services
Ohio
$2.29K
AF
148
Allworth Financial
California
$773
SAM
149
Smartleaf Asset Management
Massachusetts
$592
FFA
150
Frazier Financial Advisors
Ohio
$388