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Schwab Municipal Bond ETF

151 hedge funds and large institutions have $2.05B invested in Schwab Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 20

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

17% more funds holding

Funds holding: 129151 (+22)

9% more capital invested

Capital invested by funds: $1.88B → $2.05B (+$172M)

3.59% less ownership

Funds ownership: 79.42%75.83% (-3.6%)

Holders
151
Holders Change
+22
Holders Change %
+17.05%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
75
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$1.69B +$149M +5,793,290 +10%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$54.1M +$8.39M +325,435 +18%
AWE
3
Avidian Wealth Enterprises
Texas
$38.8M -$1.07M -41,555 -3%
CST
4
Charles Schwab Trust
Nevada
$23.6M +$2.94M +113,942 +14%
PCA
5
Pallas Capital Advisors
Massachusetts
$23M +$2.92M +113,208 +14%
FPCP
6
Fort Point Capital Partners
California
$19.8M +$1.1M +42,573 +6%
UCFA
7
United Capital Financial Advisors
Texas
$16.7M +$1.98M +76,770 +13%
Bank of America
8
Bank of America
North Carolina
$16.4M +$844K +32,741 +5%
WPC
9
Wedmont Private Capital
Pennsylvania
$12.7M +$78.1K +3,031 +0.6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$12.7M +$8.97M +348,114 +246%
CA
11
CGN Advisors
Kansas
$7.58M +$580K +22,520 +8%
RWP
12
RWA Wealth Partners
Massachusetts
$6.21M +$1.09M +42,297 +21%
MML Investors Services
13
MML Investors Services
Massachusetts
$5.37M +$448K +17,385 +9%
BHWM
14
Beaird Harris Wealth Management
Texas
$5.27M -$160K -6,200 -3%
PWM
15
Perigon Wealth Management
California
$5.04M +$316K +12,270 +7%
M
16
MYeCFO
California
$4.44M +$586K +22,740 +15%
SMC
17
Smith, Moore & Co
Missouri
$4.07M +$1.66M +64,425 +69%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.04M +$1.92M +74,540 +91%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$3.99M +$335K +12,992 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.74M -$7.3M -283,148 -66%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.51M -$19.7M -766,247 -85%
CAAM
22
Cornerstone Advisors Asset Management
Pennsylvania
$3.33M +$1.13M +44,037 +52%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.28M +$2.35M +91,233 +253%
PPH
24
Pure Portfolios Holdings
Oregon
$3.16M +$60.4K +2,345 +2%
TGIA
25
Torrey Growth & Income Advisors
California
$2.89M -$1.65M -64,170 -36%