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icono de SCHZ

Schwab US Aggregate Bond ETF
SCHZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab
1
Charles Schwab
California
USD 77.2 M +USD 10.4 M +389,048 +16%
Sensible Financial Planning & Management
2
Sensible Financial Planning & Management
Massachusetts
USD 55.4 M +USD 2.56 M +95,458 +5%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
USD 42.8 M +USD 10.4 M +388,720 +32%
Alliance Wealth Management Group
4
Alliance Wealth Management Group
New Jersey
USD 35.3 M +USD 35.3 M +1,315,566 Nuevas
Ogorek Anthony Joseph
5
Ogorek Anthony Joseph
New York
USD 25.6 M -USD 1.72 M -64,054 -6%
Ameriprise
6
Ameriprise
Minnesota
USD 23.1 M +USD 8.74 M +325,574 +61%
Brinker Capital
7
Brinker Capital
Pennsylvania
USD 20.5 M +USD 20.5 M +765,340 Nuevas
Roof Eidam Maycock Peralta (REMP)
8
Roof Eidam Maycock Peralta (REMP)
California
USD 18.2 M +USD 6.99 M +260,570 +62%
Krilogy Financial
9
Krilogy Financial
Missouri
USD 17.7 M +USD 3.18 M +118,612 +22%
Morgan Stanley
10
Morgan Stanley
New York
USD 17.7 M +USD 4.41 M +164,400 +33%
HighTower Advisors
11
HighTower Advisors
Illinois
USD 17.4 M +USD 988 k +36,832 +6%
Raymond James Financial Services Advisors
12
Raymond James Financial Services Advisors
Florida
USD 17.3 M +USD 751 k +28,004 +5%
Bank of America
13
Bank of America
North Carolina
USD 15.3 M -USD 7.7 M -286,824 -34%
United Capital Financial Advisors
14
United Capital Financial Advisors
Texas
USD 14.8 M -USD 67.6 M -2,518,316 -82%
Ancora Family Wealth Advisors
15
Ancora Family Wealth Advisors
Ohio
USD 14.3 M +USD 1.36 M +50,598 +10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
USD 13.5 M +USD 3.34 M +124,356 +33%
LYV
17
Live Your Vision
Pennsylvania
USD 13.4 M -USD 173 k -6,436 -1%
Bristlecone Advisors
18
Bristlecone Advisors
Washington
USD 12.7 M +USD 1.49 M +55,374 +13%
Gratus Capital
19
Gratus Capital
Georgia
USD 12.2 M +USD 12.2 M +454,186 Nuevas
Confluence Wealth Management
20
Confluence Wealth Management
Oregon
USD 10.6 M +USD 484 k +18,024 +5%
Planning Alternatives
21
Planning Alternatives
Michigan
USD 10.4 M +USD 291 k +10,852 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
USD 9.6 M -USD 66.6 M -2,481,616 -87%
TD Ameritrade Trust
23
TD Ameritrade Trust
Colorado
USD 9.5 M +USD 164 k +6,106 +2%
Sequoia Financial Advisors
24
Sequoia Financial Advisors
Ohio
USD 9.12 M -USD 2.09 M -78,020 -19%
Sargent Bickham Lagudis
25
Sargent Bickham Lagudis
Colorado
USD 9.08 M +USD 1.91 M +71,140 +27%
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