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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
AssetMark Inc
151
AssetMark Inc
California
$26.3K +$7.57K +293 +40%
Wells Fargo
152
Wells Fargo
California
$21.6K -$87.9K -3,399 -80%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$19.1K +$19.4K +749 New
BTI
154
Blue Trust Inc
Georgia
$18.5K +$18.8K +728 New
CFO
155
CVA Family Office
Colorado
$17.8K
FCAS
156
First Command Advisory Services
Texas
$11.6K
UBS Group
157
UBS Group
Switzerland
$7.31K +$7.42K +287 New
GCM
158
Gunpowder Capital Management
Maryland
$3.98K
UBS AM
159
UBS AM
Illinois
$3.41K +$3.46K +134 New
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$2.83K +$2.87K +111 New
FPF
161
First Pacific Financial
Washington
$1.94K +$1.96K +76 New
VAI
162
Vanguard Advisers Inc
Pennsylvania
$1.25K +$1.27K +49 New
EWA
163
EverSource Wealth Advisors
Alabama
$692 +$698 +27 New
BT
164
Banque Transatlantique
France
$510 +$517 +20 New
FFA
165
Frazier Financial Advisors
Ohio
$386
MCA
166
McGuire Capital Advisors
Oklahoma
$178
AC
167
AlphaCore Capital
California
$25 -$12.6K -488 -100%
VAF
168
Values Added Financial
District of Columbia
-$1.27M -49,293 Closed
EC
169
Elequin Capital
New York
-$916K -35,552 Closed
MAS
170
Meeder Advisory Services
Ohio
-$803K -31,160 Closed
SF
171
Summit Financial
New Jersey
-$803K -31,160 Closed
Goldman Sachs
172
Goldman Sachs
New York
-$402K -15,609 Closed
MCA
173
MSH Capital Advisors
Arizona
-$357K -13,876 Closed
BCI
174
Brinker Capital Investments
Pennsylvania
-$308K -11,939 Closed
CB
175
Commerce Bank
Missouri
-$292K -11,340 Closed