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Schwab Municipal Bond ETF
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Overview Fund Activity

50 hedge funds and large institutions have $104M invested in Schwab Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+21
Holders Change %
+72.41%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
19
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WPC
1
Wedmont Private Capital
Pennsylvania
$13M
2
BHWM
2
Beaird Harris Wealth Management
Texas
$6.32M
3
Bank of America
3
Bank of America
North Carolina
$5.67M
4
RWP
4
RWA Wealth Partners
Massachusetts
$3.42M
5
CSIA
5
Carl Stuart Investment Advisor
Texas
$2.08M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$31.2M
2
Jane Street
2
Jane Street
New York
$1.23M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$106K
4
SFA
4
Sequoia Financial Advisors
Ohio
$1.02M
5
IA
5
IFP Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$31.2M 592,762 -49,256 -8%
WPC
2
Wedmont Private Capital
Pennsylvania
$13M 246,582 +133,963 +119%
PCA
3
Pallas Capital Advisors
Massachusetts
$6.64M 126,222 +11,931 +10%
CST
4
Charles Schwab Trust
Nevada
$6.56M 124,779 +36,919 +42%
BHWM
5
Beaird Harris Wealth Management
Texas
$6.32M 120,091 +120,091 New
Bank of America
6
Bank of America
North Carolina
$5.67M 107,865 +84,808 +368%
M
7
MYeCFO
California
$4.82M 91,780 +6,720 +8%
RWP
8
RWA Wealth Partners
Massachusetts
$3.42M 65,097 +45,108 +226%
ORC
9
O'Rourke & Company
Massachusetts
$2.26M 42,949 +9,697 +29%
CSIA
10
Carl Stuart Investment Advisor
Texas
$2.08M 39,627 +39,627 New
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.92M 36,465 +36,465 New
SAG
12
SageView Advisory Group
California
– – – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.71M 32,567 +3,833 +13%
LA
14
Lindenwold Advisors
Pennsylvania
$1.49M 28,250 +28,250 New
TW
15
TrinityPoint Wealth
Connecticut
$1.3M 24,648 +143 +0.6%
Jane Street
16
Jane Street
New York
$1.23M 23,404 -24,693 -51%
BFM
17
Boothbay Fund Management
New York
$1.02M 19,464 +19,464 New
SFA
18
Sequoia Financial Advisors
Ohio
$1.02M 19,356 -605 -3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$996K 18,926 +3,715 +24%
AF
20
Advisornet Financial
Minnesota
$835K 15,874 – –
BWP
21
Balboa Wealth Partners
Arizona
$558K 10,610 +1,610 +18%
CM
22
Columbus Macro
Pennsylvania
$540K 10,273 +5,522 +116%
AFG
23
Altiora Financial Group
Ohio
$526K 10,000 +10,000 New
AWM
24
AE Wealth Management
Kansas
$473K 9,092 +9,092 New
BRWA
25
B. Riley Wealth Advisors
Florida
$430K 8,175 +3,600 +79%
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