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Schwab Municipal Bond ETF

148 hedge funds and large institutions have $2.05B invested in Schwab Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Charles Schwab
1
Charles Schwab
California
$1.69B
Jones Financial Companies
2
Jones Financial Companies
Missouri
$54.1M
AWE
3
Avidian Wealth Enterprises
Texas
$38.8M
CST
4
Charles Schwab Trust
Nevada
$23.6M
PCA
5
Pallas Capital Advisors
Massachusetts
$23M
FPCP
6
Fort Point Capital Partners
California
$19.8M
UCFA
7
United Capital Financial Advisors
Texas
$16.7M
Bank of America
8
Bank of America
North Carolina
$16.4M
WPC
9
Wedmont Private Capital
Pennsylvania
$12.7M
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$12.7M
CA
11
CGN Advisors
Kansas
$7.58M
RWP
12
RWA Wealth Partners
Massachusetts
$6.21M
MML Investors Services
13
MML Investors Services
Massachusetts
$5.37M
BHWM
14
Beaird Harris Wealth Management
Texas
$5.27M
PWM
15
Perigon Wealth Management
California
$5.04M
M
16
MYeCFO
California
$4.44M
SMC
17
Smith, Moore & Co
Missouri
$4.07M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.04M
Natixis Advisors
19
Natixis Advisors
Massachusetts
$3.99M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.74M
JP Morgan Chase
21
JP Morgan Chase
New York
$3.51M
CAAM
22
Cornerstone Advisors Asset Management
Pennsylvania
$3.33M
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.28M
PPH
24
Pure Portfolios Holdings
Oregon
$3.16M
TGIA
25
Torrey Growth & Income Advisors
California
$2.89M