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Schwab Municipal Bond ETF

129 hedge funds and large institutions have $1.88B invested in Schwab Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

140% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 25

17% more funds holding

Funds holding: 110129 (+19)

16% more capital invested

Capital invested by funds: $1.62B → $1.88B (+$262M)

0.01% more ownership

Funds ownership: 79.41%79.42% (+0.01%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
60
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$1.53B +$181M +7,180,523 +14%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$45.4M -$29.6M -1,175,390 -40%
AWE
3
Avidian Wealth Enterprises
Texas
$39.6M +$37.1M +1,470,600 +1,901%
JP Morgan Chase
4
JP Morgan Chase
New York
$23.1M +$19.5M +773,503 +600%
CST
5
Charles Schwab Trust
Nevada
$20.5M +$1.74M +69,029 +9%
PCA
6
Pallas Capital Advisors
Massachusetts
$20M +$641K +25,421 +3%
FPCP
7
Fort Point Capital Partners
California
$18.4M -$13.2M -522,031 -42%
Bank of America
8
Bank of America
North Carolina
$15.4M +$3.75M +148,996 +33%
UCFA
9
United Capital Financial Advisors
Texas
$14.6M +$2.71M +107,707 +23%
WPC
10
Wedmont Private Capital
Pennsylvania
$12.5M -$3.33K -132 -0%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11M +$2.72M +107,943 +34%
CA
12
CGN Advisors
Kansas
$6.96M +$1.63M +64,497 +31%
Jane Street
13
Jane Street
New York
$6.56M -$6.7M -265,987 -51%
BHWM
14
Beaird Harris Wealth Management
Texas
$5.4M +$38.1K +1,510 +0.7%
OMC
15
Old Mission Capital
Illinois
$5.39M +$5.3M +210,281 New
RWP
16
RWA Wealth Partners
Massachusetts
$5.09M +$2.52M +100,106 +101%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.89M +$2.84M +112,738 +144%
PWM
18
Perigon Wealth Management
California
$4.7M +$90.1K +3,576 +2%
TGIA
19
Torrey Growth & Income Advisors
California
$4.52M +$4.45M +176,462 New
M
20
MYeCFO
California
$3.83M +$114K +4,540 +3%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$3.64M +$562K +22,307 +19%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$3.63M +$179K +7,107 +5%
Goldman Sachs
23
Goldman Sachs
New York
$3.13M +$3.08M +122,094 New
PPH
24
Pure Portfolios Holdings
Oregon
$3.08M +$819K +32,515 +37%
SMC
25
Smith, Moore & Co
Missouri
$2.39M +$1.22M +48,580 +108%