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Schwab Municipal Bond ETF

29 hedge funds and large institutions have $66.1M invested in Schwab Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
8
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$31.8M 642,018 -20,491 -3%
PCA
2
Pallas Capital Advisors
Massachusetts
$5.57M 114,291 +114,291 New
WPC
3
Wedmont Private Capital
Pennsylvania
$5.54M 112,619 -3,159 -3%
CST
4
Charles Schwab Trust
Nevada
$4.36M 87,860 +87,860 New
M
5
MYeCFO
California
$4.22M 85,060 +16,880 +25%
Jane Street
6
Jane Street
New York
$2.38M 48,097 +15,697 +48%
ORC
7
O'Rourke & Company
Massachusetts
$1.65M 33,252 -380 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.42M 28,734 -8 -0%
TW
9
TrinityPoint Wealth
Connecticut
$1.21M 24,505 -312 -1%
Bank of America
10
Bank of America
North Carolina
$1.14M 23,057 +13,057 +131%
RWP
11
RWA Wealth Partners
Massachusetts
$991K 19,989 +15,719 +368%
SFA
12
Sequoia Financial Advisors
Ohio
$990K 19,961 -3,680 -16%
AF
13
Advisornet Financial
Minnesota
$787K 15,874 +5,509 +53%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$754K 15,211 +63 +0.4%
CCA
15
Column Capital Advisors
Indiana
$688K 13,876
BWP
16
Balboa Wealth Partners
Arizona
$446K 9,000 +9,000 New
GG
17
Gleason Group
Kentucky
$370K 7,458 +7,458 New
CA
18
Cetera Advisors
Colorado
$363K 7,314 +338 +5%
CAN
19
Cetera Advisor Networks
California
$270K 5,454 -406 -7%
CM
20
Columbus Macro
Pennsylvania
$236K 4,751 -3 -0.1%
BRWA
21
B. Riley Wealth Advisors
Florida
$227K 4,575 +4,575 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$172K 3,476 +3,476 New
Osaic Holdings
23
Osaic Holdings
Arizona
$166K 3,349 +3,349 New
CFD
24
Creative Financial Designs
Indiana
$130K 2,630 +1,000 +61%
EW
25
Element Wealth
Mississippi
$111K 2,240