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Schwab US Aggregate Bond ETF
SCHZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
United Capital Financial Advisors
1
United Capital Financial Advisors
Texas
USD 8.52 M +USD 1.21 M +46,908 +17%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 7 M +USD 746 k +28,942 +12%
SVA Wealth Management
3
SVA Wealth Management
Wisconsin
USD 5.86 M +USD 5.82 M +225,906 Nuevas
BSW Wealth Partners
4
BSW Wealth Partners
Colorado
USD 4.94 M -USD 31.8 k -1,234 -0.6%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
USD 4.41 M -USD 71.1 k -2,758 -2%
Courage Miller Partners
6
Courage Miller Partners
Virginia
USD 3.85 M +USD 401 k +15,578 +12%
Bangor Savings Bank
7
Bangor Savings Bank
Maine
USD 3.7 M +USD 189 k +7,324 +5%
Empirical Wealth Management
8
Empirical Wealth Management
Washington
USD 3.66 M +USD 586 k +22,724 +19%
Apriem Advisors
9
Apriem Advisors
California
USD 3.48 M +USD 619 k +24,010 +22%
LYV
10
Live Your Vision
Pennsylvania
USD 3.46 M +USD 2.12 M +82,096 +160%
Planning Alternatives
11
Planning Alternatives
Michigan
USD 3.38 M +USD 2.82 M +109,610 +530%
Atria Investments
12
Atria Investments
North Carolina
USD 3.29 M +USD 1.09 M +42,410 +50%
Alesco Advisors
13
Alesco Advisors
New York
USD 2.61 M +USD 49.2 k +1,908 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 2.5 M +USD 2.48 M +96,178 Nuevas
MAS
15
Madden Advisory Services
Florida
USD 1.77 M -USD 106 k -4,110 -6%
Waverly Advisors
16
Waverly Advisors
Alabama
USD 1.57 M +USD 187 k +7,264 +14%
Bartlett & Co
17
Bartlett & Co
Ohio
USD 1.5 M +USD 139 k +5,388 +10%
ProVise Management Group
18
ProVise Management Group
Florida
USD 1.36 M +USD 227 k +8,820 +20%
Roffman Miller Associates
19
Roffman Miller Associates
Pennsylvania
USD 1.21 M – – –
HBK Sorce Advisory
20
HBK Sorce Advisory
Pennsylvania
USD 1.16 M -USD 26.5 k -1,028 -2%
Marquette Asset Management
21
Marquette Asset Management
Minnesota
USD 1.08 M +USD 97.5 k +3,782 +10%
UBS
22
UBS
Switzerland
USD 984 k +USD 151 k +5,850 +18%
Morgan Stanley
23
Morgan Stanley
New York
USD 953 k +USD 917 k +35,570 +3,093%
Alexandria Capital
24
Alexandria Capital
Virginia
USD 907 k +USD 901 k +34,970 Nuevas
Alaska Permanent Capital Management
25
Alaska Permanent Capital Management
Alaska
USD 901 k +USD 128 k +4,974 +17%
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