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Schwab Municipal Bond ETF

68 hedge funds and large institutions have $136M invested in Schwab Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
32
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$33.6M 639,567 -1,425 -0.2%
CST
2
Charles Schwab Trust
Nevada
$14.4M 274,741 +4,721 +2%
WPC
3
Wedmont Private Capital
Pennsylvania
$12.9M 247,189 -1,790 -0.7%
PCA
4
Pallas Capital Advisors
Massachusetts
$12.4M 481,159 +330,798 +220%
Bank of America
5
Bank of America
North Carolina
$7.82M 148,879 +18,647 +14%
BHWM
6
Beaird Harris Wealth Management
Texas
$6.31M 120,091
CA
7
CGN Advisors
Kansas
$5.86M 111,551 -1,872 -2%
RWP
8
RWA Wealth Partners
Massachusetts
$3.65M 69,513 +655 +1%
M
9
MYeCFO
California
$3.28M 62,279 +3,759 +6%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$3.05M 58,155 +18,014 +45%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.3M 43,750 +4,910 +13%
ORC
12
O'Rourke & Company
Massachusetts
$2.19M 41,723 -1,661 -4%
VI
13
VanderPol Investments
Michigan
$2.17M 41,382 -214 -0.5%
Jane Street
14
Jane Street
New York
$1.99M 37,916 -29,576 -44%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.66M 31,507 +1,670 +6%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.49M 28,289 -614 -2%
TW
17
TrinityPoint Wealth
Connecticut
$1.23M 23,342 -26 -0.1%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$1.1M 20,888 +700 +3%
Citadel Advisors
19
Citadel Advisors
Florida
$1.06M 20,177 +16,268 +416%
Creative Planning
20
Creative Planning
Kansas
$1M 19,067 +19,067 New
DCM
21
Donaldson Capital Management
Indiana
$927K 17,641 +6,685 +61%
SAI
22
Savvy Advisors Inc
New York
$900K 17,134
AF
23
Advisornet Financial
Minnesota
$810K 15,429 +825 +6%
BRWA
24
B. Riley Wealth Advisors
Florida
$777K 14,800 +2,875 +24%
TWM
25
TSA Wealth Management
Texas
$750K 14,269 +7,366 +107%