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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.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$65.4M
Charles Schwab
2
Charles Schwab
California
$29.6M
PCA
3
Pallas Capital Advisors
Massachusetts
$17M
FPCP
4
Fort Point Capital Partners
California
$16.6M
WPC
5
Wedmont Private Capital
Pennsylvania
$14.2M
CST
6
Charles Schwab Trust
Nevada
$13.4M
Bank of America
7
Bank of America
North Carolina
$11.7M
RWS
8
Rochester Wealth Strategies
Michigan
$6.27M
CA
9
CGN Advisors
Kansas
$5.94M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.61M
Jane Street
11
Jane Street
New York
$5.44M
BHWM
12
Beaird Harris Wealth Management
Texas
$5.37M
UCFA
13
United Capital Financial Advisors
Texas
$4.43M
PWM
14
Perigon Wealth Management
California
$4.19M
RWP
15
RWA Wealth Partners
Massachusetts
$3.48M
M
16
MYeCFO
California
$3.36M
ORC
17
O'Rourke & Company
Massachusetts
$2.25M
VI
18
VanderPol Investments
Michigan
$2.19M
CAAM
19
Cornerstone Advisors Asset Management
Pennsylvania
$2.06M
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.65M
CM
21
Columbus Macro
Pennsylvania
$1.52M
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.49M
CFD
23
Creative Financial Designs
Indiana
$1.46M
MWM
24
Meridian Wealth Management
Kentucky
$1.45M
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.45M