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Schwab US Aggregate Bond ETF
SCHZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JP Morgan Chase
1
JP Morgan Chase
New York
USD 335 M +USD 26.4 M +1,139,890 +9%
Rockbridge Investment Management
2
Rockbridge Investment Management
New York
USD 241 M +USD 16.8 M +726,661 +7%
Avantax Planning Partners
3
Avantax Planning Partners
Iowa
USD 184 M +USD 6.12 M +264,646 +3%
Ameriprise
4
Ameriprise
Minnesota
USD 158 M +USD 7.88 M +340,546 +5%
Charles Schwab Trust
5
Charles Schwab Trust
Nevada
USD 153 M +USD 4.33 M +186,945 +3%
Financial Engines Advisors
6
Financial Engines Advisors
California
USD 131 M +USD 6.19 M +267,337 +5%
HighTower Advisors
7
HighTower Advisors
Illinois
USD 99.3 M -USD 4.61 M -199,078 -4%
Kohmann Bosshard Financial Services
8
Kohmann Bosshard Financial Services
Ohio
USD 89.2 M +USD 12.4 M +534,699 +16%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 80.6 M +USD 4.37 M +188,635 +6%
Rational Advisors
10
Rational Advisors
New York
USD 72.7 M +USD 1.52 M +65,898 +2%
Goldman Sachs
11
Goldman Sachs
New York
USD 71 M -USD 1.38 M -59,602 -2%
McAdam LLC
12
McAdam LLC
Pennsylvania
USD 60.4 M +USD 14.3 M +618,992 +31%
Jones Financial Companies
13
Jones Financial Companies
Missouri
USD 52.9 M +USD 8.82 M +381,229 +20%
PWMG
14
Pioneer Wealth Management Group
Texas
USD 52 M +USD 5.77 M +249,489 +12%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 49.8 M -USD 495 k -21,380 -1%
Mariner
16
Mariner
Kansas
USD 49.3 M -USD 559 k -24,178 -1%
Cerity Partners
17
Cerity Partners
New York
USD 45.8 M +USD 12.9 M +555,355 +31%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
USD 43.1 M +USD 2.2 M +95,234 +5%
Savant Capital
19
Savant Capital
Illinois
USD 39.1 M +USD 19.5 M +842,407 +100%
Vident Advisory
20
Vident Advisory
Georgia
USD 39 M +USD 1.2 M +51,683 +3%
NorthRock Partners
21
NorthRock Partners
Minnesota
USD 37.4 M +USD 9.49 M +409,926 +34%
FLA
22
Financial Life Advisors
Texas
USD 36.4 M +USD 1.68 M +72,669 +5%
Blue Trust Inc
23
Blue Trust Inc
Georgia
USD 35.8 M +USD 734 k +31,729 +2%
Destination Wealth Management
24
Destination Wealth Management
California
USD 34.6 M -USD 1.34 M -58,070 -4%
Horst & Graben Wealth Management
25
Horst & Graben Wealth Management
Oregon
USD 34 M +USD 1.24 M +53,754 +4%
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