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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 81.2 M +USD 7.24 M +276,836 +10%
Sensible Financial Planning & Management
2
Sensible Financial Planning & Management
Massachusetts
USD 56.1 M +USD 3.03 M +115,842 +6%
Avantax Planning Partners
3
Avantax Planning Partners
Iowa
USD 55.3 M +USD 56.1 M +2,145,698 Nuevas
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
USD 52.8 M +USD 11.7 M +446,574 +28%
Ameriprise
5
Ameriprise
Minnesota
USD 33.4 M +USD 11.5 M +438,858 +51%
Alliance Wealth Management Group
6
Alliance Wealth Management Group
New Jersey
USD 30.2 M -USD 3.69 M -141,102 -11%
Destination Wealth Management
7
Destination Wealth Management
California
USD 29.9 M +USD 25.5 M +976,260 +528%
TIM
8
Total Investment Management
Arizona
USD 28.8 M +USD 29.2 M +1,117,504 Nuevas
Ogorek Anthony Joseph
9
Ogorek Anthony Joseph
New York
USD 25.6 M – – –
Access Financial Services
10
Access Financial Services
Minnesota
USD 24.7 M +USD 25.1 M +960,664 Nuevas
Krilogy Financial
11
Krilogy Financial
Missouri
USD 23.9 M +USD 6.97 M +266,380 +40%
LYV
12
Live Your Vision
Pennsylvania
USD 20.8 M +USD 8.05 M +307,952 +62%
Raymond James Financial Services Advisors
13
Raymond James Financial Services Advisors
Florida
USD 18.3 M +USD 1.73 M +66,140 +10%
Brinker Capital
14
Brinker Capital
Pennsylvania
USD 17.8 M -USD 2.01 M -76,928 -10%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
USD 15.6 M +USD 15.8 M +603,520 +145,077%
Bank of America
16
Bank of America
North Carolina
USD 15 M +USD 385 k +14,712 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
USD 15 M +USD 2.09 M +79,838 +16%
Ancora Advisors
18
Ancora Advisors
Ohio
USD 13.6 M +USD 13.8 M +526,550 Nuevas
BSW Wealth Partners
19
BSW Wealth Partners
Colorado
USD 13.5 M +USD 13.2 M +506,244 +2,869%
United Capital Financial Advisors
20
United Capital Financial Advisors
Texas
USD 12.6 M -USD 1.56 M -59,492 -11%
Summit Asset Management
21
Summit Asset Management
Tennessee
USD 12.6 M +USD 4.31 M +164,790 +51%
Bristlecone Advisors
22
Bristlecone Advisors
Washington
USD 12.5 M +USD 362 k +13,826 +3%
Financial Engines Advisors
23
Financial Engines Advisors
California
USD 12.4 M +USD 12.5 M +479,702 Nuevas
McAdam LLC
24
McAdam LLC
Pennsylvania
USD 11.4 M +USD 11.6 M +441,756 Nuevas
HighTower Advisors
25
HighTower Advisors
Illinois
USD 11.3 M -USD 5.45 M -208,274 -32%
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