¡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 166 M +USD 33.8 M +1,295,134 +25%
Avantax Planning Partners
2
Avantax Planning Partners
Iowa
USD 112 M -USD 3.36 M -128,928 -3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
USD 90.5 M +USD 12.6 M +483,876 +16%
Financial Engines Advisors
4
Financial Engines Advisors
California
USD 66.8 M +USD 11.7 M +449,036 +21%
Sensible Financial Planning & Management
5
Sensible Financial Planning & Management
Massachusetts
USD 59.2 M +USD 87.3 k +3,348 +0.1%
Ameriprise
6
Ameriprise
Minnesota
USD 42.8 M -USD 6 M -229,906 -12%
LYV
7
Live Your Vision
Pennsylvania
USD 36.5 M +USD 11.9 M +456,068 +48%
Destination Wealth Management
8
Destination Wealth Management
California
USD 30.7 M +USD 24.8 M +949,674 +410%
Krilogy Financial
9
Krilogy Financial
Missouri
USD 30.1 M +USD 2.69 M +102,938 +10%
Jane Street
10
Jane Street
New York
USD 29.8 M +USD 23.6 M +902,806 +375%
TIM
11
Total Investment Management
Arizona
USD 29.4 M -USD 98.4 k -3,770 -0.3%
OneDigital Investment Advisors
12
OneDigital Investment Advisors
Kansas
USD 27.6 M +USD 8.97 M +344,012 +48%
Bank of America
13
Bank of America
North Carolina
USD 27.3 M +USD 2.01 M +77,032 +8%
Alliance Wealth Management Group
14
Alliance Wealth Management Group
New Jersey
USD 23.1 M -USD 16.8 M -644,928 -42%
Dragon Financial & Investment Group
15
Dragon Financial & Investment Group
California
USD 22.3 M +USD 22.4 M +857,066 Nuevas
Raymond James Financial Services Advisors
16
Raymond James Financial Services Advisors
Florida
USD 22.3 M +USD 108 k +4,154 +0.5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
USD 20.8 M +USD 4.21 M +161,438 +25%
Mariner
18
Mariner
Kansas
USD 19.5 M +USD 14.6 M +559,672 +294%
Ancora Advisors
19
Ancora Advisors
Ohio
USD 19.3 M -USD 125 k -4,798 -0.6%
RPGK
20
Retirement Planning Group (Kansas)
Kansas
USD 16.8 M +USD 671 k +25,702 +4%
AJ Wealth Strategies
21
AJ Wealth Strategies
New York
USD 16.3 M +USD 4.84 M +185,436 +42%
United Capital Financial Advisors
22
United Capital Financial Advisors
Texas
USD 15.7 M +USD 384 k +14,722 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
USD 15.6 M +USD 1.03 M +39,302 +7%
Kohmann Bosshard Financial Services
24
Kohmann Bosshard Financial Services
Ohio
USD 15.6 M +USD 2.3 M +88,124 +17%
Cooper/Haims Advisors
25
Cooper/Haims Advisors
New York
USD 15.1 M +USD 15.2 M +581,158 Nuevas
1
2 3 4 5