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Schwab Municipal Bond ETF

108 hedge funds and large institutions have $1.62B invested in Schwab Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+22
Holders Change %
+25.58%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
42
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.33B +$1.3B +51,476,356 +4,410%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$74.3M +$9.35M +371,347 +14%
FPCP
3
Fort Point Capital Partners
California
$31.3M +$14.8M +588,813 +90%
PCA
4
Pallas Capital Advisors
Massachusetts
$19M +$2.17M +86,264 +13%
CST
5
Charles Schwab Trust
Nevada
$18.5M +$5.15M +204,665 +39%
Jane Street
6
Jane Street
New York
$13.1M +$7.75M +307,645 +144%
WPC
7
Wedmont Private Capital
Pennsylvania
$12.3M -$2.13M -84,865 -15%
UCFA
8
United Capital Financial Advisors
Texas
$11.6M +$7.25M +287,789 +165%
Bank of America
9
Bank of America
North Carolina
$11.4M -$132K -5,248 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.06M +$2.5M +99,133 +45%
BHWM
11
Beaird Harris Wealth Management
Texas
$5.27M -$66.7K -2,650 -1%
CA
12
CGN Advisors
Kansas
$5.22M -$677K -26,889 -11%
PWM
13
Perigon Wealth Management
California
$4.53M +$371K +14,740 +9%
M
14
MYeCFO
California
$3.66M +$313K +12,400 +9%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$3.38M +$1.95M +77,574 +136%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.29M +$3.29M +130,722 New
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$3.24M +$2.02M +80,303 +166%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$3.02M +$2.32M +92,127 +334%
EC
19
Elequin Capital
New York
$2.52M +$2.52M +100,000 New
RWP
20
RWA Wealth Partners
Massachusetts
$2.49M -$967K -38,385 -28%
QCM
21
Quantinno Capital Management
New York
$2.31M +$2.31M +91,765 New
PPH
22
Pure Portfolios Holdings
Oregon
$2.21M +$1.83M +72,663 +482%
CAAM
23
Cornerstone Advisors Asset Management
Pennsylvania
$2.15M +$103K +4,084 +5%
VI
24
VanderPol Investments
Michigan
$2.11M -$65.8K -2,614 -3%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.97M +$973K +38,647 +98%