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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 31.2 M -USD 2.49 M -98,512 -8%
Wedmont Private Capital
2
Wedmont Private Capital
Pennsylvania
USD 13 M +USD 6.77 M +267,926 +119%
Pallas Capital Advisors
3
Pallas Capital Advisors
Massachusetts
USD 6.64 M +USD 603 k +23,862 +10%
Charles Schwab Trust
4
Charles Schwab Trust
Nevada
USD 6.56 M +USD 1.86 M +73,838 +42%
Beaird Harris Wealth Management
5
Beaird Harris Wealth Management
Texas
USD 6.32 M +USD 6.07 M +240,182 Nuevas
Bank of America
6
Bank of America
North Carolina
USD 5.67 M +USD 4.28 M +169,616 +368%
MYeCFO
7
MYeCFO
California
USD 4.82 M +USD 339 k +13,440 +8%
RWA Wealth Partners
8
RWA Wealth Partners
Massachusetts
USD 3.42 M +USD 2.28 M +90,216 +226%
ORC
9
O'Rourke & Company
Massachusetts
USD 2.26 M +USD 490 k +19,394 +29%
Carl Stuart Investment Advisor
10
Carl Stuart Investment Advisor
Texas
USD 2.08 M +USD 2 M +79,254 Nuevas
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
USD 1.92 M +USD 1.84 M +72,930 Nuevas
SageView Advisory Group
12
SageView Advisory Group
California
USD 1.79 M – – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 1.71 M +USD 194 k +7,666 +13%
Lindenwold Advisors
14
Lindenwold Advisors
Pennsylvania
USD 1.49 M +USD 1.43 M +56,500 Nuevas
TrinityPoint Wealth
15
TrinityPoint Wealth
Connecticut
USD 1.3 M +USD 7.22 k +286 +0.6%
Jane Street
16
Jane Street
New York
USD 1.23 M -USD 1.25 M -49,386 -51%
Boothbay Fund Management
17
Boothbay Fund Management
New York
USD 1.02 M +USD 983 k +38,928 Nuevas
Sequoia Financial Advisors
18
Sequoia Financial Advisors
Ohio
USD 1.02 M -USD 30.6 k -1,210 -3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
USD 996 k +USD 188 k +7,430 +24%
Advisornet Financial
20
Advisornet Financial
Minnesota
USD 835 k – – –
Balboa Wealth Partners
21
Balboa Wealth Partners
Arizona
USD 558 k +USD 81.3 k +3,220 +18%
Columbus Macro
22
Columbus Macro
Pennsylvania
USD 540 k +USD 279 k +11,044 +116%
Altiora Financial Group
23
Altiora Financial Group
Ohio
USD 526 k +USD 505 k +20,000 Nuevas
AE Wealth Management
24
AE Wealth Management
Kansas
USD 473 k +USD 459 k +18,184 Nuevas
B. Riley Wealth Advisors
25
B. Riley Wealth Advisors
Florida
USD 430 k +USD 182 k +7,200 +79%
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