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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
WPA
126
West Paces Advisors
Georgia
$155K -$15.1K -585 -9%
CAL
127
Capital Analysts LLC
Pennsylvania
$139K +$30K +1,166 +28%
LFG
128
Larson Financial Group
Missouri
$135K +$109K +4,241 +427%
Wells Fargo
129
Wells Fargo
California
$109K -$105K -4,083 -49%
CA
130
Clearstead Advisors
Ohio
$84K +$79.7K +3,091 +1,818%
RFP
131
Root Financial Partners
California
$79.1K +$51.3K +1,989 +184%
BBHC
132
Brown Brothers Harriman & Co
New York
$69.3K +$69.3K +2,691 New
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$57K -$618 -24 -1%
ACA
134
Aptus Capital Advisors
Alabama
$44.5K +$39.2K +1,521 +742%
JFG
135
JDM Financial Group
Texas
$38.1K +$38.1K +1,480 New
ME
136
McIlrath & Eck
Washington
$33.9K +$33.9K +1,315 New
FFA
137
Farther Finance Advisors
California
$25.8K +$25.8K +1,000 New
AssetMark Inc
138
AssetMark Inc
California
$19K
CFO
139
CVA Family Office
Colorado
$18K
TC
140
Trust Company
Kansas
$17.5K +$17.6K +681 New
AC
141
AlphaCore Capital
California
$12.6K +$12.6K +489 New
FCAS
142
First Command Advisory Services
Texas
$11.7K +$11.7K +455 New
RTL
143
Red Tortoise LLC
Georgia
$9.91K +$129 +5 +1%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$5.31K +$5.31K +206 New
GCM
145
Gunpowder Capital Management
Maryland
$4.02K +$4.02K +156 New
MCA
146
Maryland Capital Advisors
Maryland
$3.58K
KBFS
147
Kohmann Bosshard Financial Services
Ohio
$2.29K +$2.29K +89 New
AF
148
Allworth Financial
California
$773
SAM
149
Smartleaf Asset Management
Massachusetts
$592
FFA
150
Frazier Financial Advisors
Ohio
$388 +$387 +15 New