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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 82.9 M +USD 4.79 M +180,850 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 76.2 M +USD 2.75 M +103,782 +4%
Charles Schwab
3
Charles Schwab
California
USD 66.8 M +USD 66 M +2,488,714 Nuevas
Sensible Financial Planning & Management
4
Sensible Financial Planning & Management
Massachusetts
USD 52.9 M +USD 1.73 M +65,100 +3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
USD 32.7 M +USD 3.54 M +133,482 +12%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
USD 31.4 M +USD 30.3 M +1,142,180 +3,994%
Ogorek Anthony Joseph
7
Ogorek Anthony Joseph
New York
USD 27.4 M -USD 105 k -3,974 -0.4%
Bank of America
8
Bank of America
North Carolina
USD 23 M +USD 689 k +26,014 +3%
Raymond James Financial Services Advisors
9
Raymond James Financial Services Advisors
Florida
USD 16.5 M +USD 7.11 M +268,278 +77%
HighTower Advisors
10
HighTower Advisors
Illinois
USD 16.5 M +USD 55.3 k +2,088 +0.3%
Krilogy Financial
11
Krilogy Financial
Missouri
USD 14.6 M +USD 422 k +15,914 +3%
Ameriprise
12
Ameriprise
Minnesota
USD 14.5 M +USD 9.6 M +360,648 +205%
LYV
13
Live Your Vision
Pennsylvania
USD 13.6 M +USD 287 k +10,838 +2%
Morgan Stanley
14
Morgan Stanley
New York
USD 13.3 M +USD 7.98 M +301,056 +155%
Ancora Family Wealth Advisors
15
Ancora Family Wealth Advisors
Ohio
USD 13 M +USD 667 k +25,148 +6%
Roof Eidam Maycock Peralta (REMP)
16
Roof Eidam Maycock Peralta (REMP)
California
USD 11.3 M +USD 11.1 M +419,008 Nuevas
Sequoia Financial Advisors
17
Sequoia Financial Advisors
Ohio
USD 11.2 M +USD 46.1 k +1,740 +0.4%
Bristlecone Advisors
18
Bristlecone Advisors
Washington
USD 11.2 M +USD 11.1 M +417,052 Nuevas
First Mercantile Trust
19
First Mercantile Trust
Tennessee
USD 11.2 M -USD 1.68 M -63,568 -13%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 10.2 M -USD 13.9 M -523,316 -58%
Planning Alternatives
21
Planning Alternatives
Michigan
USD 10.1 M -USD 70.6 k -2,664 -0.7%
Confluence Wealth Management
22
Confluence Wealth Management
Oregon
USD 10.1 M +USD 2.54 M +95,744 +34%
TD Ameritrade Trust
23
TD Ameritrade Trust
Colorado
USD 9.38 M -USD 1.92 M -72,304 -17%
BlackRock
24
BlackRock
New York
USD 8.78 M -USD 280 k -10,568 -3%
BSW Wealth Partners
25
BSW Wealth Partners
Colorado
USD 7.84 M +USD 1.03 M +38,872 +15%
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