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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 33.6 M -USD 74.2 k -2,850 -0.2%
Charles Schwab Trust
2
Charles Schwab Trust
Nevada
USD 14.4 M +USD 246 k +9,442 +2%
Wedmont Private Capital
3
Wedmont Private Capital
Pennsylvania
USD 12.9 M -USD 93.2 k -3,580 -0.7%
Pallas Capital Advisors
4
Pallas Capital Advisors
Massachusetts
USD 12.4 M +USD 4.7 M +180,437 +60%
Bank of America
5
Bank of America
North Carolina
USD 7.82 M +USD 970 k +37,294 +14%
Beaird Harris Wealth Management
6
Beaird Harris Wealth Management
Texas
USD 6.31 M – – –
CGN Advisors
7
CGN Advisors
Kansas
USD 5.86 M -USD 97.4 k -3,744 -2%
RWA Wealth Partners
8
RWA Wealth Partners
Massachusetts
USD 3.65 M +USD 34.1 k +1,310 +1%
MYeCFO
9
MYeCFO
California
USD 3.28 M +USD 196 k +7,518 +6%
JP Morgan Chase
10
JP Morgan Chase
New York
USD 3.05 M +USD 937 k +36,028 +45%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 2.3 M +USD 256 k +9,820 +13%
ORC
12
O'Rourke & Company
Massachusetts
USD 2.19 M -USD 86.4 k -3,322 -4%
VanderPol Investments
13
VanderPol Investments
Michigan
USD 2.17 M -USD 11.1 k -428 -0.5%
Jane Street
14
Jane Street
New York
USD 1.99 M -USD 1.54 M -59,152 -44%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 1.66 M +USD 86.9 k +3,340 +6%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
USD 1.49 M -USD 32 k -1,228 -2%
TrinityPoint Wealth
17
TrinityPoint Wealth
Connecticut
USD 1.23 M -USD 1.35 k -52 -0.1%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
USD 1.1 M +USD 36.4 k +1,400 +3%
Citadel Advisors
19
Citadel Advisors
Florida
USD 1.06 M +USD 847 k +32,536 +416%
Columbus Macro
20
Columbus Macro
Pennsylvania
USD 1.02 M +USD 286 k +10,998 +55%
Creative Planning
21
Creative Planning
Kansas
USD 1 M +USD 992 k +38,134 Nuevas
Donaldson Capital Management
22
Donaldson Capital Management
Indiana
USD 927 k +USD 348 k +13,370 +61%
Savvy Advisors Inc
23
Savvy Advisors Inc
New York
USD 900 k – – –
Advisornet Financial
24
Advisornet Financial
Minnesota
USD 810 k +USD 42.9 k +1,650 +6%
B. Riley Wealth Advisors
25
B. Riley Wealth Advisors
Florida
USD 777 k +USD 150 k +5,750 +24%
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