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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 32.9 M +USD 182 k +7,078 +0.6%
Charles Schwab Trust
2
Charles Schwab Trust
Nevada
USD 13.9 M -USD 370 k -14,366 -3%
Wedmont Private Capital
3
Wedmont Private Capital
Pennsylvania
USD 12.9 M +USD 90.5 k +3,516 +0.7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
USD 9.6 M +USD 8.17 M +317,572 +578%
Pallas Capital Advisors
5
Pallas Capital Advisors
Massachusetts
USD 7.78 M +USD 484 k +18,828 +7%
Bank of America
6
Bank of America
North Carolina
USD 6.69 M +USD 758 k +29,466 +13%
Beaird Harris Wealth Management
7
Beaird Harris Wealth Management
Texas
USD 6.17 M – – –
CGN Advisors
8
CGN Advisors
Kansas
USD 5.83 M +USD 1.43 M +55,572 +32%
RWA Wealth Partners
9
RWA Wealth Partners
Massachusetts
USD 3.54 M +USD 30.9 k +1,200 +0.9%
Jane Street
10
Jane Street
New York
USD 3.47 M +USD 2.29 M +89,122 +194%
MYeCFO
11
MYeCFO
California
USD 3.01 M -USD 1.44 M -55,960 -32%
ORC
12
O'Rourke & Company
Massachusetts
USD 2.23 M -USD 60.9 k -2,368 -3%
VanderPol Investments
13
VanderPol Investments
Michigan
USD 2.14 M -USD 28.4 k -1,102 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
USD 2.06 M +USD 1.86 M +72,104 +882%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 2 M +USD 313 k +12,164 +19%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
USD 1.53 M +USD 445 k +17,294 +41%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
USD 1.49 M -USD 386 k -15,002 -21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
USD 1.47 M +USD 8.75 k +340 +0.6%
TrinityPoint Wealth
19
TrinityPoint Wealth
Connecticut
USD 1.2 M -USD 81.7 k -3,174 -6%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
USD 1.04 M +USD 10 k +388 +1%
United Capital Financial Advisors
21
United Capital Financial Advisors
Texas
USD 976 k +USD 977 k +37,990 Nuevas
Savvy Advisors Inc
22
Savvy Advisors Inc
New York
USD 881 k +USD 882 k +34,268 Nuevas
Advisornet Financial
23
Advisornet Financial
Minnesota
USD 751 k -USD 117 k -4,550 -13%
F.L. Putnam Investment Management
24
F.L. Putnam Investment Management
Massachusetts
USD 683 k +USD 684 k +26,592 Nuevas
Berger Financial Group
25
Berger Financial Group
Minnesota
USD 631 k -USD 10 k -388 -2%
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