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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 1689 M +USD 17.8 M +688,774 +1%
Bank of America
2
Bank of America
North Carolina
USD 560 M +USD 551 M +21,323,660 +3,354%
Jones Financial Companies
3
Jones Financial Companies
Missouri
USD 75.4 M +USD 22.6 M +874,762 +42%
Avidian Wealth Enterprises
4
Avidian Wealth Enterprises
Texas
USD 38.2 M -USD 235 k -9,075 -0.6%
Charles Schwab Trust
5
Charles Schwab Trust
Nevada
USD 24.2 M +USD 864 k +33,436 +4%
Jane Street
6
Jane Street
New York
USD 22.1 M +USD 22.4 M +868,526 Nuevas
Pallas Capital Advisors
7
Pallas Capital Advisors
Massachusetts
USD 21.5 M -USD 1.26 M -48,909 -5%
United Capital Financial Advisors
8
United Capital Financial Advisors
Texas
USD 19.9 M +USD 3.44 M +133,098 +21%
Creative Planning
9
Creative Planning
Kansas
USD 19.1 M +USD 18.3 M +706,273 +1,659%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 18.5 M +USD 15 M +581,349 +401%
Fort Point Capital Partners
11
Fort Point Capital Partners
California
USD 17.9 M -USD 1.5 M -58,206 -8%
Wedmont Private Capital
12
Wedmont Private Capital
Pennsylvania
USD 12.7 M +USD 45.6 k +1,766 +0.4%
Old Mission Capital
13
Old Mission Capital
Illinois
USD 10.1 M +USD 10.3 M +396,938 Nuevas
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
USD 8.38 M -USD 4.18 M -161,603 -33%
Quantinno Capital Management
15
Quantinno Capital Management
New York
USD 7.66 M +USD 5.3 M +205,015 +214%
MML Investors Services
16
MML Investors Services
Massachusetts
USD 7.17 M +USD 1.89 M +73,097 +35%
CGN Advisors
17
CGN Advisors
Kansas
USD 6.94 M -USD 564 k -21,825 -7%
RWA Wealth Partners
18
RWA Wealth Partners
Massachusetts
USD 6.13 M -USD 19.4 k -750 -0.3%
Smith, Moore & Co
19
Smith, Moore & Co
Missouri
USD 5.98 M +USD 1.98 M +76,705 +49%
Perigon Wealth Management
20
Perigon Wealth Management
California
USD 5.4 M +USD 415 k +16,053 +8%
Natixis Advisors
21
Natixis Advisors
Massachusetts
USD 4.91 M +USD 969 k +37,509 +24%
Beaird Harris Wealth Management
22
Beaird Harris Wealth Management
Texas
USD 4.9 M -USD 310 k -12,000 -6%
Ferguson Wellman Capital Management
23
Ferguson Wellman Capital Management
Oregon
USD 4.55 M +USD 4.62 M +178,654 Nuevas
MYeCFO
24
MYeCFO
California
USD 4.49 M +USD 96.7 k +3,740 +2%
Waverly Advisors
25
Waverly Advisors
Alabama
USD 3.67 M +USD 3.2 M +123,744 +607%
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