¡Ya estamos en ! Descubre más
icono de SCHZ

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 76.3 M +USD 7.54 M +288,712 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 72.2 M +USD 10.8 M +414,798 +18%
Sensible Financial Planning & Management
3
Sensible Financial Planning & Management
Massachusetts
USD 50.3 M +USD 3.09 M +118,428 +7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
USD 28.5 M +USD 4.71 M +180,578 +20%
Ogorek Anthony Joseph
5
Ogorek Anthony Joseph
New York
USD 27 M +USD 7.91 M +302,944 +42%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
USD 23.8 M +USD 22.5 M +860,942 +2,059%
Bank of America
7
Bank of America
North Carolina
USD 21.9 M +USD 1.09 M +41,858 +5%
Hengehold Capital Management
8
Hengehold Capital Management
Ohio
USD 17.2 M +USD 17 M +650,372 Nuevas
HighTower Advisors
9
HighTower Advisors
Illinois
USD 16.1 M +USD 674 k +25,828 +4%
Krilogy Financial
10
Krilogy Financial
Missouri
USD 13.9 M +USD 13.7 M +526,326 Nuevas
LYV
11
Live Your Vision
Pennsylvania
USD 13.1 M +USD 5.15 M +197,386 +66%
First Mercantile Trust
12
First Mercantile Trust
Tennessee
USD 12.7 M +USD 134 k +5,124 +1%
Ancora Family Wealth Advisors
13
Ancora Family Wealth Advisors
Ohio
USD 12.1 M +USD 270 k +10,336 +2%
TD Ameritrade Trust
14
TD Ameritrade Trust
Colorado
USD 11.1 M -USD 782 k -29,970 -7%
Sequoia Financial Advisors
15
Sequoia Financial Advisors
Ohio
USD 11 M +USD 2.32 M +88,824 +27%
Planning Alternatives
16
Planning Alternatives
Michigan
USD 10 M +USD 687 k +26,300 +7%
Raymond James Financial Services Advisors
17
Raymond James Financial Services Advisors
Florida
USD 9.16 M +USD 553 k +21,164 +6%
BlackRock
18
BlackRock
New York
USD 8.91 M +USD 1.19 M +45,762 +16%
Pinnacle Advisory Group
19
Pinnacle Advisory Group
Maryland
USD 8.59 M +USD 5.15 M +197,226 +154%
KKAMG
20
Kernodle & Katon Asset Management Group
Arkansas
USD 7.76 M -USD 412 k -15,792 -5%
WealthSource Partners
21
WealthSource Partners
California
USD 7.72 M +USD 7.63 M +292,356 Nuevas
Confluence Wealth Management
22
Confluence Wealth Management
Oregon
USD 7.42 M +USD 2.21 M +84,620 +43%
Summit Asset Management
23
Summit Asset Management
Tennessee
USD 7.03 M +USD 473 k +18,120 +7%
BSW Wealth Partners
24
BSW Wealth Partners
Colorado
USD 6.68 M -USD 667 k -25,532 -9%
Rand Wealth
25
Rand Wealth
Maryland
USD 6.15 M -USD 947 k -36,266 -13%
1
2 3 4 5