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Schwab 1000 Index ETF
SCHK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Financial Engines Advisors
1
Financial Engines Advisors
California
USD 1512 M -USD 59 M -1,689,886 -4%
Armstrong Advisory Group
2
Armstrong Advisory Group
Massachusetts
USD 235 M +USD 141 M +4,041,006 +163%
Legacy Wealth Management (Tennessee)
3
Legacy Wealth Management (Tennessee)
Tennessee
USD 211 M -USD 5.32 M -152,229 -3%
Charles Schwab
4
Charles Schwab
California
USD 174 M +USD 48.4 M +1,386,094 +40%
Creative Planning
5
Creative Planning
Kansas
USD 139 M -USD 1.61 M -46,174 -1%
Warwick Investment Management
6
Warwick Investment Management
Texas
USD 129 M +USD 171 k +4,893 +0.1%
Waddell & Associates
7
Waddell & Associates
Tennessee
USD 77.3 M +USD 131 k +3,746 +0.2%
PWMA
8
Pension & Wealth Management Advisors
Massachusetts
USD 47.2 M -USD 1.33 M -37,990 -3%
PSA
9
Plum Street Advisors
Louisiana
USD 24.2 M -USD 1.75 M -49,984 -7%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
USD 20.7 M +USD 3.36 M +96,267 +20%
FL
11
FreeGulliver LLC
Louisiana
USD 17.4 M +USD 11.7 M +336,347 +229%
Main Street Financial Solutions
12
Main Street Financial Solutions
Pennsylvania
USD 16.8 M +USD 588 k +16,848 +4%
Mariner
13
Mariner
Kansas
USD 16.2 M +USD 36.1 k +1,034 +0.2%
LWM
14
Lighthouse Wealth Management
Ohio
USD 13.6 M -USD 476 k -13,634 -3%
Cornerstone Advisors Asset Management
15
Cornerstone Advisors Asset Management
Pennsylvania
USD 9.32 M +USD 9.9 k +284 +0.1%
LPL Financial
16
LPL Financial
California
USD 8.93 M +USD 45.5 k +1,302 +0.5%
BSTWA
17
Blake Schutter Theil Wealth Advisors
Ohio
USD 6.85 M – – –
Cerity Partners
18
Cerity Partners
New York
USD 6.69 M +USD 2.4 M +68,633 +59%
NorthRock Partners
19
NorthRock Partners
Minnesota
USD 6.17 M -USD 147 k -4,211 -2%
Bank of America
20
Bank of America
North Carolina
USD 5.73 M -USD 520 k -14,898 -9%
HBK Sorce Advisory
21
HBK Sorce Advisory
Pennsylvania
USD 4.63 M – – –
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
USD 4.25 M -USD 263 k -7,537 -6%
PWA
23
Principia Wealth Advisory
Texas
USD 4.2 M +USD 3.73 M +106,676 +1,092%
DACG
24
Donor Advised Charitable Giving
California
USD 4.17 M -USD 58.8 k -1,684 -1%
MAI Capital Management
25
MAI Capital Management
Ohio
USD 3.95 M +USD 105 +3 +0%
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