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Schwab Municipal Bond ETF
SCMB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab
1
Charles Schwab
California
USD 34.3 M +USD 117 k +4,506 +0.3%
Wedmont Private Capital
2
Wedmont Private Capital
Pennsylvania
USD 5.99 M +USD 698 k +26,904 +13%
MYeCFO
3
MYeCFO
California
USD 3.53 M +USD 324 k +12,490 +10%
ORC
4
O'Rourke & Company
Massachusetts
USD 1.74 M +USD 489 k +18,872 +39%
Goldman Sachs
5
Goldman Sachs
New York
USD 1.74 M +USD 1.74 M +67,116 Nuevas
Jane Street
6
Jane Street
New York
USD 1.68 M -USD 7.98 M -307,614 -83%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 1.49 M +USD 3.42 k +132 +0.2%
TrinityPoint Wealth
8
TrinityPoint Wealth
Connecticut
USD 1.29 M +USD 14.6 k +564 +1%
Sequoia Financial Advisors
9
Sequoia Financial Advisors
Ohio
USD 1.23 M +USD 345 k +13,298 +39%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
USD 785 k -USD 27.4 k -1,058 -3%
Column Capital Advisors
11
Column Capital Advisors
Indiana
USD 719 k – – –
Advisornet Financial
12
Advisornet Financial
Minnesota
USD 537 k +USD 450 k +17,360 +515%
Bank of America
13
Bank of America
North Carolina
USD 518 k +USD 519 k +20,000 Nuevas
Cetera Advisors
14
Cetera Advisors
Colorado
USD 362 k +USD 43.6 k +1,682 +14%
Koshinski Asset Management
15
Koshinski Asset Management
Illinois
USD 342 k -USD 251 k -9,670 -42%
Cetera Advisor Networks
16
Cetera Advisor Networks
California
USD 304 k +USD 4.41 k +170 +1%
Columbus Macro
17
Columbus Macro
Pennsylvania
USD 246 k -USD 18.4 k -710 -7%
RWA Wealth Partners
18
RWA Wealth Partners
Massachusetts
USD 221 k – – –
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
USD 205 k – – –
Element Wealth
20
Element Wealth
Mississippi
USD 116 k – – –
UBS Group
21
UBS Group
Switzerland
USD 85.6 k +USD 75.6 k +2,914 +747%
Creative Financial Designs
22
Creative Financial Designs
Indiana
USD 84.5 k +USD 49.3 k +1,900 +140%
CVA Family Office
23
CVA Family Office
Colorado
USD 43.7 k +USD 33.3 k +1,284 +319%
VitalStone Financial
24
VitalStone Financial
Texas
USD 35 k +USD 35.1 k +1,352 Nuevas
Salem Investment Counselors
25
Salem Investment Counselors
North Carolina
USD 20.7 k +USD 20.7 k +800 Nuevas
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