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Schwab Municipal Bond ETF

18 hedge funds and large institutions have $17.4M invested in Schwab Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

56.52% more ownership

Funds ownership: 0%56.52% (+57%)

Holders
18
Holders Change
+18
Holders Change %
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$3.39M +$3.35M +132,320 New
WPC
2
Wedmont Private Capital
Pennsylvania
$3.37M +$3.29M +129,932 New
RFG
3
RFP Financial Group
Georgia
$1.78M +$1.76M +69,384 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.48M +$1.46M +57,704 New
ORC
5
O'Rourke & Company
Massachusetts
$1.18M +$1.16M +46,006 New
M
6
MYeCFO
California
$1.1M +$1.09M +42,980 New
SFA
7
Sequoia Financial Advisors
Ohio
$1.06M +$1.05M +41,326 New
TW
8
TrinityPoint Wealth
Connecticut
$842K +$831K +32,838 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$814K +$803K +31,754 New
MWA
10
Mills Wealth Advisors
Texas
$687K +$678K +26,798 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$450K +$444K +17,530 New
CAN
12
Cetera Advisor Networks
California
$327K +$323K +12,748 New
CA
13
Cetera Advisors
Colorado
$293K +$289K +11,412 New
CM
14
Columbus Macro
Pennsylvania
$263K +$259K +10,234 New
IA
15
IFP Advisors
Florida
$176K +$178K +7,020 New
UBS Group
16
UBS Group
Switzerland
$128K +$127K +5,004 New
NA
17
NewEdge Advisors
Louisiana
$51.3K +$50.6K +2,000 New
TFA
18
Toth Financial Advisory
Virginia
$32.2K +$31.7K +1,254 New

SCMB Hedge Fund Activity: Q4 2022 in Review

18 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Municipal Bond ETF (SCMB) for Q4 2022, worth a combined $17.4M.

Buyers outnumbered sellers: 18 funds opened new SCMB positions and 0 closed out — a net gain of 18 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.35M.

  • 18 institutional investors held Schwab Municipal Bond ETF (SCMB) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $17.4M of Schwab Municipal Bond ETF stock for Q4 2022.
  • 18 funds opened new Schwab Municipal Bond ETF positions in Q4 2022 and 0 closed out, a net change of +18 holders.
  • The largest Schwab Municipal Bond ETF buyer in Q4 2022 was Jane Street, an estimated $3.35M added.

Based on aggregated 13F filings for Q4 2022.