Funds holding Schwab Municipal Bond ETF
ISIN US8085246499 · United States
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 1.8M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Symmetry Panoramic Municipal Fixed Income Fund Symmetry Panoramic Trust | 69,217 | 1.8M $ | 4.56 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Symmetry Panoramic Municipal Fixed Income Fund Symmetry Panoramic Trust | 4.56 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 69,217 | -62.4 % |
| 2026Q1 | 1 | 0 | 184,315 | +17.5 % |
| 2025Q4 | 1 | 0 | 156,829 | +1.8 % |
| 2025Q3 | 1 | 0 | 154,000 | 0.0 % |
| 2025Q2 | 1 | 154,000 |
Institutional managers
169 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 66,306,294 | 1.7B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 21,959,386 | 559.5M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 2,975,051 | 75.4M $ | as of Mar 31, 2026 |
| Avidian Wealth Enterprises, LLC | 1,497,325 | 38.2M $ | as of Mar 31, 2026 |
| Charles Schwab Trust Co | 949,511 | 24.2M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 868,526 | 22.1M $ | as of Mar 31, 2026 |
| Pallas Capital Advisors LLC | 845,235 | 21.5M $ | as of Mar 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 779,851 | 19.9M $ | as of Mar 31, 2026 |
| Creative Planning | 748,838 | 19.1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 726,386 | 18.5M $ | as of Mar 31, 2026 |
| Fort Point Capital Partners LLC | 703,844 | 17.9M $ | as of Mar 31, 2026 |
| Wedmont Private Capital | 494,149 | 12.7M $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 396,938 | 10.1M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 328,202 | 8.4M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 300,660 | 7.7M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 281,415 | 7.2M $ | as of Mar 31, 2026 |
| CGN Advisors LLC | 272,356 | 6.9M $ | as of Mar 31, 2026 |
| RWA WEALTH PARTNERS, LLC | 240,465 | 6.1M $ | as of Mar 31, 2026 |
| SMITH, MOORE & CO. | 234,570 | 6M $ | as of Mar 31, 2026 |
| Perigon Wealth Management, LLC | 211,797 | 5.4M $ | as of Mar 31, 2026 |
| NATIXIS ADVISORS, LLC | 192,557 | 4.9K $ | as of Mar 31, 2026 |
| Beaird Harris Wealth Management, LLC | 192,462 | 4.9M $ | as of Mar 31, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 178,654 | 4.6M $ | as of Mar 31, 2026 |
| MYECFO, LLC | 176,180 | 4.5M $ | as of Mar 31, 2026 |
| Waverly Advisors, LLC | 144,146 | 3.7M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Schwab Municipal Bond ETF". https://titelia.com/en/stocks/schwab-municipal-bond-etf-US8085246499