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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
HWA
126
Heartwood Wealth Advisors
Virginia
$236K
MWM
127
Mission Wealth Management
California
$223K +$226K +8,744 New
FFA
128
Farther Finance Advisors
California
$222K +$199K +7,706 +771%
Ameriprise
129
Ameriprise
Minnesota
$220K -$22.5K -869 -9%
KIM
130
Kestra Investment Management
Texas
$218K +$221K +8,560 New
RCA
131
Resonant Capital Advisors
Wisconsin
$213K
BPW
132
BLVD Private Wealth
Kentucky
$212K
HR
133
Howe & Rusling
New York
$208K
AA
134
Ancora Advisors
Ohio
$147K -$46.1K -1,782 -24%
Morgan Stanley
135
Morgan Stanley
New York
$145K -$87.4K -3,382 -37%
LFG
136
Larson Financial Group
Missouri
$139K +$5.56K +215 +4%
CAL
137
Capital Analysts LLC
Pennsylvania
$138K
FF
138
Friedenthal Financial
New Jersey
$133K +$135K +5,204 New
CA
139
Clearstead Advisors
Ohio
$128K +$45.4K +1,758 +54%
AWM
140
AE Wealth Management
Kansas
$113K -$166K -6,408 -59%
RFP
141
Root Financial Partners
California
$111K +$33.2K +1,285 +42%
AF
142
Allworth Financial
California
$92.9K +$93.5K +3,617 +12,057%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$71.5K +$15.7K +608 +28%
BBHC
144
Brown Brothers Harriman & Co
New York
$68.6K
CB
145
Community Bank
New York
$58.1K +$59K +2,281 New
WPA
146
West Paces Advisors
Georgia
$49.7K -$105K -4,080 -68%
TC
147
Trust Company
Kansas
$48.2K +$31.3K +1,211 +178%
ACA
148
Aptus Capital Advisors
Alabama
$44K
JFG
149
JDM Financial Group
Texas
$37.7K
ME
150
McIlrath & Eck
Washington
$33.5K