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Schwab Municipal Bond ETF

60 hedge funds and large institutions have $135M invested in Schwab Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
60
Holders Change
+10
Holders Change %
+20%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
23
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$32.9M 640,992 +3,539 +0.6%
CST
2
Charles Schwab Trust
Nevada
$13.9M 270,020 -7,183 -3%
WPC
3
Wedmont Private Capital
Pennsylvania
$12.9M 248,979 +1,758 +0.7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$9.57M 186,259 +158,786 +578%
PCA
5
Pallas Capital Advisors
Massachusetts
$7.78M 150,361 +9,414 +7%
Bank of America
6
Bank of America
North Carolina
$6.69M 130,232 +14,733 +13%
BHWM
7
Beaird Harris Wealth Management
Texas
$6.17M 120,091
CA
8
CGN Advisors
Kansas
$5.83M 113,423 +27,786 +32%
RWP
9
RWA Wealth Partners
Massachusetts
$3.54M 68,858 +600 +0.9%
Jane Street
10
Jane Street
New York
$3.47M 67,492 +44,561 +194%
M
11
MYeCFO
California
$3.01M 58,520 -27,980 -32%
ORC
12
O'Rourke & Company
Massachusetts
$2.23M 43,384 -1,184 -3%
VI
13
VanderPol Investments
Michigan
$2.14M 41,596 -551 -1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$2.06M 40,141 +36,052 +882%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2M 38,840 +6,082 +19%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.53M 29,837 +8,647 +41%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.49M 28,903 -7,501 -21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.47M 28,570 +170 +0.6%
TW
19
TrinityPoint Wealth
Connecticut
$1.2M 23,368 -1,587 -6%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.04M 20,188 +194 +1%
UCFA
21
United Capital Financial Advisors
Texas
$976K 18,995 +18,995 New
SAI
22
Savvy Advisors Inc
New York
$881K 17,134 +17,134 New
AF
23
Advisornet Financial
Minnesota
$751K 14,604 -2,275 -13%
FLPIM
24
F.L. Putnam Investment Management
Massachusetts
$683K 13,296 +13,296 New
BFG
25
Berger Financial Group
Minnesota
$631K 12,280 -194 -2%