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Schwab Municipal Bond ETF

50 hedge funds and large institutions have $118M invested in Schwab Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 11 closing their positions.

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
23
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$33.2M 637,453 +44,691 +8%
CST
2
Charles Schwab Trust
Nevada
$14.4M 277,203 +152,424 +122%
WPC
3
Wedmont Private Capital
Pennsylvania
$12.8M 247,221 +639 +0.3%
PCA
4
Pallas Capital Advisors
Massachusetts
$7.34M 140,947 +14,725 +12%
BHWM
5
Beaird Harris Wealth Management
Texas
$6.25M 120,091
Bank of America
6
Bank of America
North Carolina
$6.01M 115,499 +7,634 +7%
M
7
MYeCFO
California
$4.5M 86,500 -5,280 -6%
CA
8
CGN Advisors
Kansas
$4.46M 85,637 +85,637 New
RWP
9
RWA Wealth Partners
Massachusetts
$3.55M 68,258 +3,161 +5%
ORC
10
O'Rourke & Company
Massachusetts
$2.32M 44,568 +1,619 +4%
VI
11
VanderPol Investments
Michigan
$2.19M 42,147 +42,147 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.89M 36,404 +17,478 +92%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.71M 32,758 +191 +0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.48M 28,400 +28,400 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.43M 27,473 +27,473 New
TW
16
TrinityPoint Wealth
Connecticut
$1.3M 24,955 +307 +1%
CA
17
Cetera Advisors
Colorado
$1.22M 23,391 +15,969 +215%
Jane Street
18
Jane Street
New York
$1.19M 22,931 -473 -2%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.1M 21,190 +16,870 +391%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.04M 19,994 -16,471 -45%
AF
21
Advisornet Financial
Minnesota
$879K 16,879 +1,005 +6%
BFG
22
Berger Financial Group
Minnesota
$649K 12,474 +12,474 New
BWP
23
Balboa Wealth Partners
Arizona
$555K 10,670 +60 +0.6%
CM
24
Columbus Macro
Pennsylvania
$530K 10,186 -87 -0.8%
AFG
25
Altiora Financial Group
Ohio
$521K 10,000