¡Ya estamos en ! Descubre más
icono de SCMB

Schwab Municipal Bond ETF
SCMB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab
1
Charles Schwab
California
USD 1934 M +USD 220 M +8,579,053 +13%
Bank of America
2
Bank of America
North Carolina
USD 602 M +USD 35.3 M +1,374,450 +6%
Jones Financial Companies
3
Jones Financial Companies
Missouri
USD 89.6 M +USD 12.8 M +500,632 +17%
Avidian Wealth Enterprises
4
Avidian Wealth Enterprises
Texas
USD 38.3 M -USD 346 k -13,500 -0.9%
Charles Schwab Trust
5
Charles Schwab Trust
Nevada
USD 27.2 M +USD 2.71 M +105,691 +11%
Fort Point Capital Partners
6
Fort Point Capital Partners
California
USD 26.2 M +USD 7.97 M +310,752 +44%
Pallas Capital Advisors
7
Pallas Capital Advisors
Massachusetts
USD 23.7 M +USD 1.88 M +73,390 +9%
United Capital Financial Advisors
8
United Capital Financial Advisors
Texas
USD 23.4 M +USD 3.17 M +123,639 +16%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 22.2 M +USD 3.45 M +134,613 +19%
Wedmont Private Capital
10
Wedmont Private Capital
Pennsylvania
USD 12.7 M +USD 10 k +391 +0.1%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
USD 9.9 M +USD 1.47 M +57,477 +18%
Smith, Moore & Co
12
Smith, Moore & Co
Missouri
USD 8.52 M +USD 2.44 M +95,284 +41%
Quantinno Capital Management
13
Quantinno Capital Management
New York
USD 7.91 M +USD 142 k +5,530 +2%
RWA Wealth Partners
14
RWA Wealth Partners
Massachusetts
USD 7.22 M +USD 1 M +39,084 +16%
Renaissance Technologies
15
Renaissance Technologies
New York
USD 7.13 M +USD 6.06 M +236,300 +594%
CGN Advisors
16
CGN Advisors
Kansas
USD 5.81 M -USD 1.21 M -47,263 -17%
Perigon Wealth Management
17
Perigon Wealth Management
California
USD 5.77 M +USD 297 k +11,560 +5%
Citadel Advisors
18
Citadel Advisors
Florida
USD 5.72 M +USD 5.15 M +200,658 +957%
JP Morgan Chase
19
JP Morgan Chase
New York
USD 5.6 M +USD 2.01 M +78,255 +57%
MML Investors Services
20
MML Investors Services
Massachusetts
USD 4.57 M -USD 2.68 M -104,480 -37%
M
21
MYeCFO
California
USD 4.32 M -USD 230 k -8,950 -5%
Beaird Harris Wealth Management
22
Beaird Harris Wealth Management
Texas
USD 4.3 M -USD 663 k -25,850 -13%
Manning & Napier Advisors
23
Manning & Napier Advisors
New York
USD 4.04 M +USD 1.01 M +39,381 +34%
Waverly Advisors
24
Waverly Advisors
Alabama
USD 3.97 M +USD 249 k +9,712 +7%
CFGSD
25
Compass Financial Group (South Dakota)
South Dakota
USD 3.87 M +USD 2.27 M +88,602 +144%
1
2 3 4 5