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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 29.9 M -USD 2.96 M -114,312 -9%
Charles Schwab Trust
2
Charles Schwab Trust
Nevada
USD 20.9 M +USD 6.89 M +265,858 +48%
Fort Point Capital Partners
3
Fort Point Capital Partners
California
USD 20.4 M +USD 20.6 M +796,024 Nuevas
Pallas Capital Advisors
4
Pallas Capital Advisors
Massachusetts
USD 13.9 M +USD 1.52 M +58,543 +12%
Wedmont Private Capital
5
Wedmont Private Capital
Pennsylvania
USD 12.7 M +USD 56.7 k +2,190 +0.4%
Bank of America
6
Bank of America
North Carolina
USD 11.3 M +USD 3.69 M +142,396 +48%
CGN Advisors
7
CGN Advisors
Kansas
USD 7.86 M +USD 2.15 M +83,033 +37%
Beaird Harris Wealth Management
8
Beaird Harris Wealth Management
Texas
USD 5.86 M -USD 306 k -11,800 -5%
RWA Wealth Partners
9
RWA Wealth Partners
Massachusetts
USD 3.62 M +USD 49.7 k +1,920 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 3.23 M +USD 995 k +38,400 +44%
MYeCFO
11
MYeCFO
California
USD 3.23 M +USD 18.9 k +730 +0.6%
Jane Street
12
Jane Street
New York
USD 2.45 M +USD 504 k +19,440 +26%
ORC
13
O'Rourke & Company
Massachusetts
USD 2.27 M +USD 128 k +4,960 +6%
VanderPol Investments
14
VanderPol Investments
Michigan
USD 2.06 M -USD 66.9 k -2,582 -3%
Jones Financial Companies
15
Jones Financial Companies
Missouri
USD 2.05 M +USD 2.07 M +79,761 Nuevas
Northeast Financial Group
16
Northeast Financial Group
Pennsylvania
USD 1.67 M +USD 1.69 M +65,185 Nuevas
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
USD 1.63 M +USD 14.9 k +577 +0.9%
United Capital Financial Advisors
18
United Capital Financial Advisors
Texas
USD 1.49 M +USD 780 k +30,114 +108%
Columbus Macro
19
Columbus Macro
Pennsylvania
USD 1.46 M +USD 670 k +25,848 +83%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
USD 1.44 M -USD 13.1 k -507 -0.9%
Carl Stuart Investment Advisor
21
Carl Stuart Investment Advisor
Texas
USD 1.42 M +USD 1.44 M +55,424 Nuevas
Meridian Wealth Management
22
Meridian Wealth Management
Kentucky
USD 1.42 M +USD 1.02 M +39,311 +247%
TrinityPoint Wealth
23
TrinityPoint Wealth
Connecticut
USD 1.2 M -USD 855 -33 -0.1%
Cornerstone Advisors Asset Management
24
Cornerstone Advisors Asset Management
Pennsylvania
USD 1.19 M +USD 548 k +21,171 +85%
Citadel Advisors
25
Citadel Advisors
Florida
USD 1.1 M +USD 66.4 k +2,563 +6%
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