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Schwab Municipal Bond ETF

167 hedge funds and large institutions have $2.7B invested in Schwab Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

119% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 32

32% more capital invested

Capital invested by funds: $2.05B → $2.7B (+$648M)

11% more funds holding

Funds holding: 151167 (+16)

0.4% more ownership

Funds ownership: 75.83%76.22% (+0.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
167
Holders Change
+16
Holders Change %
+10.6%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
70
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$1.69B +$17.8M +688,774 +1%
Bank of America
2
Bank of America
North Carolina
$560M +$551M +21,323,660 +3,354%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$75.4M +$22.6M +874,762 +42%
AWE
4
Avidian Wealth Enterprises
Texas
$38.2M -$235K -9,075 -0.6%
CST
5
Charles Schwab Trust
Nevada
$24.2M +$864K +33,436 +4%
Jane Street
6
Jane Street
New York
$22.1M +$22.4M +868,526 New
PCA
7
Pallas Capital Advisors
Massachusetts
$21.5M -$1.26M -48,909 -5%
UCFA
8
United Capital Financial Advisors
Texas
$19.9M +$3.44M +133,098 +21%
Creative Planning
9
Creative Planning
Kansas
$19.1M +$18.3M +706,273 +1,659%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$18.5M +$15M +581,349 +401%
FPCP
11
Fort Point Capital Partners
California
$17.9M -$1.5M -58,206 -8%
WPC
12
Wedmont Private Capital
Pennsylvania
$12.7M +$45.6K +1,766 +0.4%
OMC
13
Old Mission Capital
Illinois
$10.1M +$10.3M +396,938 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$8.38M -$4.18M -161,603 -33%
QCM
15
Quantinno Capital Management
New York
$7.66M +$5.3M +205,015 +214%
MML Investors Services
16
MML Investors Services
Massachusetts
$7.17M +$1.89M +73,097 +35%
CA
17
CGN Advisors
Kansas
$6.94M -$564K -21,825 -7%
RWP
18
RWA Wealth Partners
Massachusetts
$6.13M -$19.4K -750 -0.3%
SMC
19
Smith, Moore & Co
Missouri
$5.98M +$1.98M +76,705 +49%
PWM
20
Perigon Wealth Management
California
$5.4M +$415K +16,053 +8%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$4.91M +$969K +37,509 +24%
BHWM
22
Beaird Harris Wealth Management
Texas
$4.9M -$310K -12,000 -6%
FWCM
23
Ferguson Wellman Capital Management
Oregon
$4.55M +$4.62M +178,654 New
M
24
MYeCFO
California
$4.49M +$96.7K +3,740 +2%
WA
25
Waverly Advisors
Alabama
$3.67M +$3.2M +123,744 +607%