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Schwab Municipal Bond ETF

86 hedge funds and large institutions have $257M invested in Schwab Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
39
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$65.4M 2,578,897 +2,499,136 +3,133%
Charles Schwab
2
Charles Schwab
California
$29.6M 1,167,351 +2,529 +0.2%
PCA
3
Pallas Capital Advisors
Massachusetts
$17M 669,251 +129,549 +24%
FPCP
4
Fort Point Capital Partners
California
$16.6M 652,695 -143,329 -18%
WPC
5
Wedmont Private Capital
Pennsylvania
$14.2M 574,349 +77,781 +16%
CST
6
Charles Schwab Trust
Nevada
$13.4M 528,439 -286,901 -35%
Bank of America
7
Bank of America
North Carolina
$11.7M 459,237 +19,083 +4%
RWS
8
Rochester Wealth Strategies
Michigan
$6.27M 247,319 +247,319 New
CA
9
CGN Advisors
Kansas
$5.94M 234,053 -72,082 -24%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.61M 221,109 +95,209 +76%
Jane Street
11
Jane Street
New York
$5.44M 214,377 +119,105 +125%
BHWM
12
Beaird Harris Wealth Management
Texas
$5.37M 211,802 -16,580 -7%
UCFA
13
United Capital Financial Advisors
Texas
$4.43M 174,487 +116,383 +200%
PWM
14
Perigon Wealth Management
California
$4.19M 165,158 +165,158 New
RWP
15
RWA Wealth Partners
Massachusetts
$3.48M 137,197 -3,749 -3%
M
16
MYeCFO
California
$3.36M 132,760 +7,472 +6%
ORC
17
O'Rourke & Company
Massachusetts
$2.25M 88,493 +87 +0.1%
VI
18
VanderPol Investments
Michigan
$2.19M 86,399 +6,217 +8%
CAAM
19
Cornerstone Advisors Asset Management
Pennsylvania
$2.06M 81,119 +34,924 +76%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.65M 65,000 +65,000 New
CM
21
Columbus Macro
Pennsylvania
$1.52M 60,026 +3,178 +6%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.49M 58,918 +2,847 +5%
CFD
23
Creative Financial Designs
Indiana
$1.46M 57,492 +25,617 +80%
MWM
24
Meridian Wealth Management
Kentucky
$1.45M 57,335 +2,090 +4%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.45M 57,010 -6,581 -10%