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Schwab Municipal Bond ETF

26 hedge funds and large institutions have $57.7M invested in Schwab Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
13
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$34.3M 662,509 +2,253 +0.3%
WPC
2
Wedmont Private Capital
Pennsylvania
$5.99M 115,778 +13,452 +13%
M
3
MYeCFO
California
$3.53M 68,180 +6,245 +10%
ORC
4
O'Rourke & Company
Massachusetts
$1.74M 33,632 +9,436 +39%
Goldman Sachs
5
Goldman Sachs
New York
$1.74M 33,558 +33,558 New
Jane Street
6
Jane Street
New York
$1.68M 32,400 -153,807 -83%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.49M 28,742 +66 +0.2%
TW
8
TrinityPoint Wealth
Connecticut
$1.29M 24,817 +282 +1%
SFA
9
Sequoia Financial Advisors
Ohio
$1.23M 23,641 +6,649 +39%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$785K 15,148 -529 -3%
CCA
11
Column Capital Advisors
Indiana
$719K 13,876
AF
12
Advisornet Financial
Minnesota
$537K 10,365 +8,680 +515%
Bank of America
13
Bank of America
North Carolina
$518K 10,000 +10,000 New
CA
14
Cetera Advisors
Colorado
$362K 6,976 +841 +14%
Koshinski Asset Management
15
Koshinski Asset Management
Illinois
$342K 6,592 -4,835 -42%
CAN
16
Cetera Advisor Networks
California
$304K 5,860 +85 +1%
CM
17
Columbus Macro
Pennsylvania
$246K 4,754 -355 -7%
RWP
18
RWA Wealth Partners
Massachusetts
$221K 4,270
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$205K 3,962
EW
20
Element Wealth
Mississippi
$116K 2,240
UBS Group
21
UBS Group
Switzerland
$85.6K 1,652 +1,457 +747%
CFD
22
Creative Financial Designs
Indiana
$84.5K 1,630 +950 +140%
CFO
23
CVA Family Office
Colorado
$43.7K 843 +642 +319%
VF
24
VitalStone Financial
Texas
$35K 676 +676 New
SIC
25
Salem Investment Counselors
North Carolina
$20.7K 400 +400 New