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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 133 M +USD 19.1 M +729,876 +17%
Avantax Planning Partners
2
Avantax Planning Partners
Iowa
USD 116 M +USD 6.31 M +240,706 +6%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
USD 78.5 M +USD 5.79 M +220,974 +8%
Sensible Financial Planning & Management
4
Sensible Financial Planning & Management
Massachusetts
USD 59.5 M -USD 1.93 M -73,528 -3%
Financial Engines Advisors
5
Financial Engines Advisors
California
USD 55.5 M +USD 28.4 M +1,083,076 +105%
Ameriprise
6
Ameriprise
Minnesota
USD 49.1 M +USD 10.8 M +413,744 +28%
Alliance Wealth Management Group
7
Alliance Wealth Management Group
New Jersey
USD 40.2 M +USD 21.3 M +810,984 +112%
TIM
8
Total Investment Management
Arizona
USD 29.6 M +USD 1.79 M +68,362 +6%
Krilogy Financial
9
Krilogy Financial
Missouri
USD 27.6 M +USD 499 k +19,030 +2%
Apriem Advisors
10
Apriem Advisors
California
USD 26.2 M +USD 16.5 M +627,928 +168%
Bank of America
11
Bank of America
North Carolina
USD 25.4 M +USD 625 k +23,840 +3%
LYV
12
Live Your Vision
Pennsylvania
USD 25.1 M +USD 755 k +28,806 +3%
Raymond James Financial Services Advisors
13
Raymond James Financial Services Advisors
Florida
USD 22.3 M +USD 2.19 M +83,522 +11%
Ancora Advisors
14
Ancora Advisors
Ohio
USD 19.6 M +USD 3.71 M +141,512 +23%
OneDigital Investment Advisors
15
OneDigital Investment Advisors
Kansas
USD 18.8 M +USD 17.6 M +672,830 +1,493%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
USD 16.7 M +USD 2.8 M +107,032 +20%
RPGK
17
Retirement Planning Group (Kansas)
Kansas
USD 16.3 M +USD 209 k +7,990 +1%
United Capital Financial Advisors
18
United Capital Financial Advisors
Texas
USD 15.5 M +USD 5.41 M +206,460 +54%
BSW Wealth Partners
19
BSW Wealth Partners
Colorado
USD 15.1 M +USD 898 k +34,272 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
USD 14.7 M +USD 479 k +18,268 +3%
McAdam LLC
21
McAdam LLC
Pennsylvania
USD 14.4 M +USD 1.48 M +56,342 +11%
HighTower Advisors
22
HighTower Advisors
Illinois
USD 14 M +USD 1.24 M +47,314 +10%
Ogorek Anthony Joseph
23
Ogorek Anthony Joseph
New York
USD 13.9 M -USD 2.63 M -100,396 -16%
Kohmann Bosshard Financial Services
24
Kohmann Bosshard Financial Services
Ohio
USD 13.4 M +USD 13.4 M +509,976 Nuevas
BlueSky Wealth Advisors
25
BlueSky Wealth Advisors
North Carolina
USD 13.1 M +USD 533 k +20,328 +4%
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