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Schwab Municipal Bond ETF
SCMB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Jones Financial Companies
1
Jones Financial Companies
Missouri
USD 65.4 M +USD 64.1 M +2,499,136 +3,133%
Charles Schwab
2
Charles Schwab
California
USD 29.6 M +USD 64.8 k +2,529 +0.2%
Pallas Capital Advisors
3
Pallas Capital Advisors
Massachusetts
USD 17 M +USD 3.32 M +129,549 +24%
Fort Point Capital Partners
4
Fort Point Capital Partners
California
USD 16.6 M -USD 3.67 M -143,329 -18%
Wedmont Private Capital
5
Wedmont Private Capital
Pennsylvania
USD 14.2 M +USD 1.99 M +77,781 +16%
Charles Schwab Trust
6
Charles Schwab Trust
Nevada
USD 13.4 M -USD 7.36 M -286,901 -35%
Bank of America
7
Bank of America
North Carolina
USD 11.7 M +USD 489 k +19,083 +4%
Rochester Wealth Strategies
8
Rochester Wealth Strategies
Michigan
USD 6.27 M +USD 6.34 M +247,319 Nuevas
CGN Advisors
9
CGN Advisors
Kansas
USD 5.94 M -USD 1.85 M -72,082 -24%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 5.61 M +USD 2.44 M +95,209 +76%
Jane Street
11
Jane Street
New York
USD 5.44 M +USD 3.05 M +119,105 +125%
Beaird Harris Wealth Management
12
Beaird Harris Wealth Management
Texas
USD 5.37 M -USD 425 k -16,580 -7%
United Capital Financial Advisors
13
United Capital Financial Advisors
Texas
USD 4.43 M +USD 2.98 M +116,383 +200%
Perigon Wealth Management
14
Perigon Wealth Management
California
USD 4.19 M +USD 4.23 M +165,158 Nuevas
RWA Wealth Partners
15
RWA Wealth Partners
Massachusetts
USD 3.48 M -USD 96.1 k -3,749 -3%
MYeCFO
16
MYeCFO
California
USD 3.36 M +USD 192 k +7,472 +6%
ORC
17
O'Rourke & Company
Massachusetts
USD 2.25 M +USD 2.23 k +87 +0.1%
VanderPol Investments
18
VanderPol Investments
Michigan
USD 2.19 M +USD 159 k +6,217 +8%
Cornerstone Advisors Asset Management
19
Cornerstone Advisors Asset Management
Pennsylvania
USD 2.06 M +USD 895 k +34,924 +76%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
USD 1.65 M +USD 1.67 M +65,000 Nuevas
Columbus Macro
21
Columbus Macro
Pennsylvania
USD 1.52 M +USD 81.5 k +3,178 +6%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
USD 1.49 M +USD 73 k +2,847 +5%
Creative Financial Designs
23
Creative Financial Designs
Indiana
USD 1.46 M +USD 657 k +25,617 +80%
Meridian Wealth Management
24
Meridian Wealth Management
Kentucky
USD 1.45 M +USD 53.6 k +2,090 +4%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
USD 1.45 M -USD 169 k -6,581 -10%
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