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Schwab Municipal Bond ETF

85 hedge funds and large institutions have $179M invested in Schwab Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 1 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+17
Holders Change %
+25%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
22
Increased
59
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$29.9M 1,164,822 +525,255 +82%
CST
2
Charles Schwab Trust
Nevada
$20.9M 815,340 +540,599 +197%
FPCP
3
Fort Point Capital Partners
California
$20.4M 796,024 +796,024 New
PCA
4
Pallas Capital Advisors
Massachusetts
$13.9M 539,702 +58,543 +12%
WPC
5
Wedmont Private Capital
Pennsylvania
$12.7M 496,568 +249,379 +101%
Bank of America
6
Bank of America
North Carolina
$11.3M 440,154 +291,275 +196%
CA
7
CGN Advisors
Kansas
$7.86M 306,135 +194,584 +174%
BHWM
8
Beaird Harris Wealth Management
Texas
$5.86M 228,382 +108,291 +90%
RWP
9
RWA Wealth Partners
Massachusetts
$3.62M 140,946 +71,433 +103%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.23M 125,900 +82,150 +188%
M
11
MYeCFO
California
$3.23M 125,288 +63,009 +101%
Jane Street
12
Jane Street
New York
$2.45M 95,272 +57,356 +151%
ORC
13
O'Rourke & Company
Massachusetts
$2.27M 88,406 +46,683 +112%
VI
14
VanderPol Investments
Michigan
$2.06M 80,182 +38,800 +94%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$2.05M 79,761 +79,761 New
NFG
16
Northeast Financial Group
Pennsylvania
$1.67M 65,185 +65,185 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.63M 63,591 +32,084 +102%
UCFA
18
United Capital Financial Advisors
Texas
$1.49M 58,104 +44,109 +315%
CM
19
Columbus Macro
Pennsylvania
$1.46M 56,848 +41,348 +267%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.44M 56,071 +27,782 +98%
CSIA
21
Carl Stuart Investment Advisor
Texas
$1.42M 55,424 +55,424 New
MWM
22
Meridian Wealth Management
Kentucky
$1.42M 55,245 +47,278 +593%
TW
23
TrinityPoint Wealth
Connecticut
$1.2M 46,651 +23,309 +100%
CAAM
24
Cornerstone Advisors Asset Management
Pennsylvania
$1.19M 46,195 +33,683 +269%
Citadel Advisors
25
Citadel Advisors
Florida
$1.1M 42,917 +22,740 +113%