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Schwab Municipal Bond ETF
SCMB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NewEdge Wealth
51
NewEdge Wealth
Pennsylvania
USD 1.38 M -USD 118 k -4,585 -8%
Columbus Macro
52
Columbus Macro
Pennsylvania
USD 1.38 M +USD 144 k +5,614 +12%
Meridian Wealth Management
53
Meridian Wealth Management
Kentucky
USD 1.36 M -USD 26.1 k -1,017 -2%
TGIA
54
Torrey Growth & Income Advisors
California
USD 1.36 M -USD 1.31 M -51,000 -49%
ACA
55
Ackerman Capital Advisors
Texas
USD 1.32 M -USD 79.3 k -3,090 -6%
CWAI
56
Core Wealth Advisors (Indiana)
Indiana
USD 1.29 M -USD 10 k -391 -0.8%
AIM
57
Archer Investment Management
Texas
USD 1.26 M +USD 349 k +13,587 +39%
Pasadena Private Wealth
58
Pasadena Private Wealth
California
USD 1.16 M +USD 296 k +11,546 +35%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
USD 1.12 M +USD 138 k +5,375 +14%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
USD 1.11 M -USD 217 k -8,444 -16%
Francis Financial
61
Francis Financial
USD 1.09 M -USD 8.75 k -341 -0.8%
FCM
62
Family Capital Management
Michigan
USD 1.06 M +USD 142 k +5,520 +15%
AWA
63
Acorn Wealth Advisors
Michigan
USD 1.04 M +USD 1.04 M +40,395 Nuevas
IFP Advisors
64
IFP Advisors
Florida
USD 1.03 M -USD 343 k -13,383 -25%
Stonebridge Financial Group
65
Stonebridge Financial Group
California
USD 1.03 M +USD 1.02 M +39,878 Nuevas
IA
66
Integrity Alliance
Iowa
USD 1.01 M +USD 999 k +38,942 Nuevas
SA
67
Stolz & Associates
Washington
USD 996 k +USD 2.31 k +90 +0.2%
Kestra Advisory Services
68
Kestra Advisory Services
Texas
USD 989 k +USD 165 k +6,429 +20%
Harbour Investments
69
Harbour Investments
Wisconsin
USD 979 k +USD 29.6 k +1,152 +3%
Legacy Wealth Management (Tennessee)
70
Legacy Wealth Management (Tennessee)
Tennessee
USD 943 k +USD 257 +10 +0%
Asset Allocation Strategies
71
Asset Allocation Strategies
Michigan
USD 868 k +USD 204 k +7,955 +31%
Fidelity Investments
72
Fidelity Investments
Massachusetts
USD 867 k +USD 329 k +12,831 +62%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
USD 855 k -USD 179 k -6,988 -17%
Sequoia Financial Advisors
74
Sequoia Financial Advisors
Ohio
USD 834 k -USD 20.1 k -783 -2%
AW
75
Alteri Wealth
California
USD 828 k -USD 1.64 k -64 -0.2%
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