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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 1326 M +USD 1290 M +51,476,356 +4,410%
Jones Financial Companies
2
Jones Financial Companies
Missouri
USD 74.3 M +USD 9.3 M +371,347 +14%
Fort Point Capital Partners
3
Fort Point Capital Partners
California
USD 31.3 M +USD 14.8 M +588,813 +90%
Pallas Capital Advisors
4
Pallas Capital Advisors
Massachusetts
USD 19 M +USD 2.16 M +86,264 +13%
Charles Schwab Trust
5
Charles Schwab Trust
Nevada
USD 18.5 M +USD 5.13 M +204,665 +39%
Jane Street
6
Jane Street
New York
USD 13.1 M +USD 7.71 M +307,645 +144%
Wedmont Private Capital
7
Wedmont Private Capital
Pennsylvania
USD 12.3 M -USD 2.13 M -84,865 -15%
United Capital Financial Advisors
8
United Capital Financial Advisors
Texas
USD 11.6 M +USD 7.21 M +287,789 +165%
Bank of America
9
Bank of America
North Carolina
USD 11.4 M -USD 131 k -5,248 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 8.06 M +USD 2.48 M +99,133 +45%
Beaird Harris Wealth Management
11
Beaird Harris Wealth Management
Texas
USD 5.27 M -USD 66.4 k -2,650 -1%
CGN Advisors
12
CGN Advisors
Kansas
USD 5.22 M -USD 674 k -26,889 -11%
Perigon Wealth Management
13
Perigon Wealth Management
California
USD 4.53 M +USD 369 k +14,740 +9%
MYeCFO
14
MYeCFO
California
USD 3.66 M +USD 311 k +12,400 +9%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 3.38 M +USD 1.94 M +77,574 +136%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 3.29 M +USD 3.28 M +130,722 Nuevas
JP Morgan Chase
17
JP Morgan Chase
New York
USD 3.24 M +USD 2.01 M +80,303 +166%
Natixis Advisors
18
Natixis Advisors
Massachusetts
USD 3.02 M +USD 2.31 M +92,127 +334%
Elequin Capital
19
Elequin Capital
New York
USD 2.52 M +USD 2.51 M +100,000 Nuevas
RWA Wealth Partners
20
RWA Wealth Partners
Massachusetts
USD 2.49 M -USD 962 k -38,385 -28%
Quantinno Capital Management
21
Quantinno Capital Management
New York
USD 2.31 M +USD 2.3 M +91,765 Nuevas
Pure Portfolios Holdings
22
Pure Portfolios Holdings
Oregon
USD 2.21 M +USD 1.82 M +72,663 +482%
Cornerstone Advisors Asset Management
23
Cornerstone Advisors Asset Management
Pennsylvania
USD 2.15 M +USD 102 k +4,084 +5%
VanderPol Investments
24
VanderPol Investments
Michigan
USD 2.11 M -USD 65.5 k -2,614 -3%
MML Investors Services
25
MML Investors Services
Massachusetts
USD 1.97 M +USD 968 k +38,647 +98%
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