¡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
Charles Schwab
1
Charles Schwab
California
USD 114 M +USD 17.2 M +660,120 +18%
Avantax Planning Partners
2
Avantax Planning Partners
Iowa
USD 110 M +USD 20.5 M +784,442 +23%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
USD 72.4 M +USD 12.4 M +476,296 +21%
Sensible Financial Planning & Management
4
Sensible Financial Planning & Management
Massachusetts
USD 61.3 M -USD 1.31 M -50,054 -2%
Ameriprise
5
Ameriprise
Minnesota
USD 38.2 M +USD 2.9 M +111,352 +8%
TIM
6
Total Investment Management
Arizona
USD 27.8 M -USD 270 k -10,346 -1%
Krilogy Financial
7
Krilogy Financial
Missouri
USD 27 M +USD 2.78 M +106,514 +11%
Financial Engines Advisors
8
Financial Engines Advisors
California
USD 26.8 M – – –
Bank of America
9
Bank of America
North Carolina
USD 24.7 M +USD 10.2 M +392,610 +71%
LYV
10
Live Your Vision
Pennsylvania
USD 24.4 M +USD 1.56 M +59,950 +7%
Raymond James Financial Services Advisors
11
Raymond James Financial Services Advisors
Florida
USD 20.1 M +USD 1.17 M +44,928 +6%
Alliance Wealth Management Group
12
Alliance Wealth Management Group
New Jersey
USD 18.9 M -USD 188 k -7,208 -1%
Ogorek Anthony Joseph
13
Ogorek Anthony Joseph
New York
USD 16.5 M +USD 710 k +27,240 +5%
RPGK
14
Retirement Planning Group (Kansas)
Kansas
USD 16 M +USD 4.62 M +177,076 +41%
Ancora Advisors
15
Ancora Advisors
Ohio
USD 15.8 M +USD 1.49 M +56,946 +10%
BSW Wealth Partners
16
BSW Wealth Partners
Colorado
USD 14.2 M -USD 645 k -24,726 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 14.2 M +USD 183 k +7,028 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
USD 13.9 M +USD 339 k +12,988 +3%
Brinker Capital
19
Brinker Capital
Pennsylvania
USD 13.5 M -USD 1.98 M -75,880 -13%
McAdam LLC
20
McAdam LLC
Pennsylvania
USD 12.9 M +USD 1.35 M +51,698 +12%
HighTower Advisors
21
HighTower Advisors
Illinois
USD 12.8 M +USD 665 k +25,502 +5%
BlueSky Wealth Advisors
22
BlueSky Wealth Advisors
North Carolina
USD 12.6 M +USD 1.17 M +44,882 +10%
Summit Asset Management
23
Summit Asset Management
Tennessee
USD 12.4 M -USD 192 k -7,354 -2%
Alesco Advisors
24
Alesco Advisors
New York
USD 11.4 M +USD 1.88 M +72,248 +20%
Planning Alternatives
25
Planning Alternatives
Michigan
USD 11.1 M +USD 71.5 k +2,740 +0.6%
1
2 3 4 5