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Schwab Municipal Bond ETF
SCMB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Raymond James Financial
26
Raymond James Financial
Florida
USD 3.84 M +USD 1.55 M +60,462 +68%
LPL Financial
27
LPL Financial
California
USD 3.8 M +USD 2.69 M +104,891 +248%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
USD 3.51 M -USD 513 -20 -0%
Natixis Advisors
29
Natixis Advisors
Massachusetts
USD 3.23 M -USD 1.73 M -67,417 -35%
SVWG
30
Shared Vision Wealth Group
United States
USD 3.06 M +USD 1.57 M +61,115 +107%
Mariner
31
Mariner
Kansas
USD 3.01 M +USD 1.37 M +53,294 +84%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
USD 2.96 M +USD 866 k +33,746 +42%
Ferguson Wellman Capital Management
33
Ferguson Wellman Capital Management
Oregon
USD 2.9 M -USD 1.7 M -66,407 -37%
Goldman Sachs
34
Goldman Sachs
New York
USD 2.58 M +USD 2.57 M +100,000 Nuevas
Cornerstone Advisors Asset Management
35
Cornerstone Advisors Asset Management
Pennsylvania
USD 2.46 M -USD 1.2 M -46,633 -33%
IPA
36
Investment Planning Advisors
Georgia
USD 2.34 M -USD 7.13 k -278 -0.3%
Osaic Holdings
37
Osaic Holdings
Arizona
USD 2.2 M +USD 826 k +32,195 +61%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
USD 2.07 M – – –
BIM
39
Breakwater Investment Management
Washington
USD 1.95 M +USD 49.9 k +1,947 +3%
Creative Planning
40
Creative Planning
Kansas
USD 1.86 M -USD 17.4 M -676,960 -90%
Donaldson Capital Management
41
Donaldson Capital Management
Indiana
USD 1.85 M – – –
ORC
42
O'Rourke & Company
Massachusetts
USD 1.82 M +USD 100 k +3,909 +6%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
USD 1.75 M +USD 3.18 k +124 +0.2%
Great Valley Advisor Group
44
Great Valley Advisor Group
Delaware
USD 1.7 M +USD 847 +33 +0.1%
CHIA
45
Copper Harbor Investment Advisors
Wisconsin
USD 1.63 M +USD 1.62 M +62,983 Nuevas
TWM
46
TSA Wealth Management
Texas
USD 1.6 M -USD 81 k -3,157 -5%
Creative Financial Designs
47
Creative Financial Designs
Indiana
USD 1.57 M – – –
AQR Capital Management
48
AQR Capital Management
Connecticut
USD 1.49 M -USD 195 k -7,597 -12%
Old Mission Capital
49
Old Mission Capital
Illinois
USD 1.46 M -USD 8.73 M -340,409 -86%
Choreo LLC
50
Choreo LLC
Illinois
USD 1.4 M +USD 105 k +4,080 +8%
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