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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 1532 M +USD 181 M +7,180,523 +14%
Jones Financial Companies
2
Jones Financial Companies
Missouri
USD 45.4 M -USD 29.6 M -1,175,390 -40%
Avidian Wealth Enterprises
3
Avidian Wealth Enterprises
Texas
USD 39.6 M +USD 37.1 M +1,470,600 +1,901%
JP Morgan Chase
4
JP Morgan Chase
New York
USD 23.1 M +USD 19.5 M +773,503 +600%
Charles Schwab Trust
5
Charles Schwab Trust
Nevada
USD 20.5 M +USD 1.74 M +69,029 +9%
Pallas Capital Advisors
6
Pallas Capital Advisors
Massachusetts
USD 20 M +USD 641 k +25,421 +3%
Fort Point Capital Partners
7
Fort Point Capital Partners
California
USD 18.4 M -USD 13.2 M -522,031 -42%
Bank of America
8
Bank of America
North Carolina
USD 15.4 M +USD 3.75 M +148,996 +33%
United Capital Financial Advisors
9
United Capital Financial Advisors
Texas
USD 14.6 M +USD 2.71 M +107,707 +23%
Wedmont Private Capital
10
Wedmont Private Capital
Pennsylvania
USD 12.5 M -USD 3.33 k -132 -0%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 11 M +USD 2.72 M +107,943 +34%
CGN Advisors
12
CGN Advisors
Kansas
USD 6.96 M +USD 1.63 M +64,497 +31%
Jane Street
13
Jane Street
New York
USD 6.56 M -USD 6.7 M -265,987 -51%
Beaird Harris Wealth Management
14
Beaird Harris Wealth Management
Texas
USD 5.4 M +USD 38.1 k +1,510 +0.7%
Old Mission Capital
15
Old Mission Capital
Illinois
USD 5.39 M +USD 5.3 M +210,281 Nuevas
RWA Wealth Partners
16
RWA Wealth Partners
Massachusetts
USD 5.09 M +USD 2.52 M +100,106 +101%
MML Investors Services
17
MML Investors Services
Massachusetts
USD 4.89 M +USD 2.84 M +112,738 +144%
Perigon Wealth Management
18
Perigon Wealth Management
California
USD 4.7 M +USD 90.1 k +3,576 +2%
Torrey Growth & Income Advisors
19
Torrey Growth & Income Advisors
California
USD 4.52 M +USD 4.45 M +176,462 Nuevas
MYeCFO
20
MYeCFO
California
USD 3.83 M +USD 114 k +4,540 +3%
Natixis Advisors
21
Natixis Advisors
Massachusetts
USD 3.64 M +USD 562 k +22,307 +19%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
USD 3.63 M +USD 179 k +7,107 +5%
Goldman Sachs
23
Goldman Sachs
New York
USD 3.13 M +USD 3.08 M +122,094 Nuevas
Pure Portfolios Holdings
24
Pure Portfolios Holdings
Oregon
USD 3.08 M +USD 819 k +32,515 +37%
Smith, Moore & Co
25
Smith, Moore & Co
Missouri
USD 2.39 M +USD 1.22 M +48,580 +108%
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