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Schwab Municipal Bond ETF
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Overview Fund Activity

25 hedge funds and large institutions have $63.4M invested in Schwab Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
+7
Holders Change %
+38.89%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
7
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$34.6M
2
Jane Street
2
Jane Street
New York
$9.75M
3
M
3
MYeCFO
California
$3.24M
4
WPC
4
Wedmont Private Capital
Pennsylvania
$5.37M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.38M

Top Sellers

1
RFG
1
RFP Financial Group
Georgia
$0
2
MWA
2
Mills Wealth Advisors
Texas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
SFA
4
Sequoia Financial Advisors
Ohio
$890K
5
UBS Group
5
UBS Group
Switzerland
$10.2K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$34.6M 660,256 +660,256 New
Jane Street
2
Jane Street
New York
$9.75M 186,207 +120,047 +181%
WPC
3
Wedmont Private Capital
Pennsylvania
$5.37M 102,326 +37,360 +58%
M
4
MYeCFO
California
$3.24M 61,935 +40,445 +188%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.5M 28,676 -176 -0.6%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$1.38M 26,387 +26,387 New
TW
7
TrinityPoint Wealth
Connecticut
$1.28M 24,535 +8,116 +49%
ORC
8
O'Rourke & Company
Massachusetts
$1.27M 24,196 +1,193 +5%
SFA
9
Sequoia Financial Advisors
Ohio
$890K 16,992 -3,671 -18%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$821K 15,677 -200 -1%
CCA
11
Column Capital Advisors
Indiana
$727K 13,876 +13,876 New
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$598K 11,427 +11,427 New
CA
13
Cetera Advisors
Colorado
$321K 6,135 +429 +8%
CAN
14
Cetera Advisor Networks
California
$302K 5,775 -599 -9%
CM
15
Columbus Macro
Pennsylvania
$267K 5,109 -8 -0.2%
RWP
16
RWA Wealth Partners
Massachusetts
$224K 4,270 +4,270 New
OMC
17
Old Mission Capital
Illinois
$215K 4,112 +4,112 New
IA
18
IFP Advisors
Florida
$214K 4,280 +770 +22%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$207K 3,962 +3,962 New
EW
20
Element Wealth
Mississippi
$117K 2,240 +2,240 New
AF
21
Advisornet Financial
Minnesota
$88.2K 1,685 +1,685 New
CFD
22
Creative Financial Designs
Indiana
$35.6K 680 +680 New
EWM
23
EPG Wealth Management
Georgia
$19.6K 375 +375 New
CFO
24
CVA Family Office
Colorado
$10.5K 201 +201 New
UBS Group
25
UBS Group
Switzerland
$10.2K 195 -2,307 -92%
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