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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 33.2 M +USD 2.33 M +89,382 +8%
Charles Schwab Trust
2
Charles Schwab Trust
Nevada
USD 14.4 M +USD 7.96 M +304,848 +122%
Wedmont Private Capital
3
Wedmont Private Capital
Pennsylvania
USD 12.8 M +USD 33.4 k +1,278 +0.3%
Pallas Capital Advisors
4
Pallas Capital Advisors
Massachusetts
USD 7.34 M +USD 769 k +29,450 +12%
Beaird Harris Wealth Management
5
Beaird Harris Wealth Management
Texas
USD 6.25 M – – –
Bank of America
6
Bank of America
North Carolina
USD 6.01 M +USD 399 k +15,268 +7%
MYeCFO
7
MYeCFO
California
USD 4.5 M -USD 276 k -10,560 -6%
CGN Advisors
8
CGN Advisors
Kansas
USD 4.46 M +USD 4.47 M +171,274 Nuevas
RWA Wealth Partners
9
RWA Wealth Partners
Massachusetts
USD 3.55 M +USD 165 k +6,322 +5%
ORC
10
O'Rourke & Company
Massachusetts
USD 2.32 M +USD 84.6 k +3,238 +4%
VanderPol Investments
11
VanderPol Investments
Michigan
USD 2.19 M +USD 2.2 M +84,294 Nuevas
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
USD 1.89 M +USD 913 k +34,956 +92%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 1.71 M +USD 10 k +382 +0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
USD 1.48 M +USD 1.48 M +56,800 Nuevas
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
USD 1.43 M +USD 1.44 M +54,946 Nuevas
TrinityPoint Wealth
16
TrinityPoint Wealth
Connecticut
USD 1.3 M +USD 16 k +614 +1%
Cetera Advisors
17
Cetera Advisors
Colorado
USD 1.22 M +USD 834 k +31,938 +215%
Jane Street
18
Jane Street
New York
USD 1.19 M -USD 24.7 k -946 -2%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
USD 1.1 M +USD 881 k +33,740 +391%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
USD 1.04 M -USD 860 k -32,942 -45%
Advisornet Financial
21
Advisornet Financial
Minnesota
USD 879 k +USD 52.5 k +2,010 +6%
Berger Financial Group
22
Berger Financial Group
Minnesota
USD 649 k +USD 652 k +24,948 Nuevas
Balboa Wealth Partners
23
Balboa Wealth Partners
Arizona
USD 555 k +USD 3.13 k +120 +0.6%
Columbus Macro
24
Columbus Macro
Pennsylvania
USD 530 k -USD 4.54 k -174 -0.8%
Altiora Financial Group
25
Altiora Financial Group
Ohio
USD 520 k – – –
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