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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 1690 M +USD 149 M +5,793,290 +10%
Jones Financial Companies
2
Jones Financial Companies
Missouri
USD 54.1 M +USD 8.39 M +325,435 +18%
Avidian Wealth Enterprises
3
Avidian Wealth Enterprises
Texas
USD 38.8 M -USD 1.07 M -41,555 -3%
Charles Schwab Trust
4
Charles Schwab Trust
Nevada
USD 23.6 M +USD 2.94 M +113,942 +14%
Pallas Capital Advisors
5
Pallas Capital Advisors
Massachusetts
USD 23 M +USD 2.92 M +113,208 +14%
Fort Point Capital Partners
6
Fort Point Capital Partners
California
USD 19.8 M +USD 1.1 M +42,573 +6%
United Capital Financial Advisors
7
United Capital Financial Advisors
Texas
USD 16.7 M +USD 1.98 M +76,770 +13%
Bank of America
8
Bank of America
North Carolina
USD 16.4 M +USD 844 k +32,741 +5%
Wedmont Private Capital
9
Wedmont Private Capital
Pennsylvania
USD 12.7 M +USD 78.1 k +3,031 +0.6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
USD 12.7 M +USD 8.97 M +348,114 +246%
CGN Advisors
11
CGN Advisors
Kansas
USD 7.58 M +USD 580 k +22,520 +8%
RWA Wealth Partners
12
RWA Wealth Partners
Massachusetts
USD 6.21 M +USD 1.09 M +42,297 +21%
MML Investors Services
13
MML Investors Services
Massachusetts
USD 5.37 M +USD 448 k +17,385 +9%
Beaird Harris Wealth Management
14
Beaird Harris Wealth Management
Texas
USD 5.27 M -USD 160 k -6,200 -3%
Perigon Wealth Management
15
Perigon Wealth Management
California
USD 5.04 M +USD 316 k +12,270 +7%
MYeCFO
16
MYeCFO
California
USD 4.44 M +USD 586 k +22,740 +15%
Smith, Moore & Co
17
Smith, Moore & Co
Missouri
USD 4.07 M +USD 1.66 M +64,425 +69%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 4.04 M +USD 1.92 M +74,540 +91%
Natixis Advisors
19
Natixis Advisors
Massachusetts
USD 3.99 M +USD 335 k +12,992 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
USD 3.74 M -USD 7.3 M -283,148 -66%
JP Morgan Chase
21
JP Morgan Chase
New York
USD 3.51 M -USD 19.7 M -766,247 -85%
Cornerstone Advisors Asset Management
22
Cornerstone Advisors Asset Management
Pennsylvania
USD 3.33 M +USD 1.13 M +44,037 +52%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
USD 3.28 M +USD 2.35 M +91,233 +253%
Pure Portfolios Holdings
24
Pure Portfolios Holdings
Oregon
USD 3.16 M +USD 60.4 k +2,345 +2%
Torrey Growth & Income Advisors
25
Torrey Growth & Income Advisors
California
USD 2.89 M -USD 1.65 M -64,170 -36%
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