We are live on ! Find out more
SCMB icon

Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPA
26
Investment Planning Advisors
Georgia
$1.41M +$1.42M +55,467 New
Goldman Sachs
27
Goldman Sachs
New York
$1.25M +$1.26M +49,182 New
CBA
28
Coastal Bridge Advisors
Connecticut
$1.23M +$1.24M +48,528 New
JP Morgan Chase
29
JP Morgan Chase
New York
$1.23M +$491K +19,132 +65%
TFA
30
Trinity Financial Advisors
Ohio
$1.08M +$1.09M +42,319 New
DCM
31
Donaldson Capital Management
Indiana
$1.06M
MML Investors Services
32
MML Investors Services
Massachusetts
$1M +$781K +30,450 +335%
Osaic Holdings
33
Osaic Holdings
Arizona
$987K +$569K +22,189 +133%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$982K +$29.8K +1,162 +3%
NFG
35
Northeast Financial Group
Pennsylvania
$978K -$683K -26,645 -41%
RCA
36
Resonant Capital Advisors
Wisconsin
$919K +$90K +3,510 +11%
Creative Planning
37
Creative Planning
Kansas
$902K +$912K +35,550 New
SAI
38
Savvy Advisors Inc
New York
$869K
BRWA
39
B. Riley Wealth Advisors
Florida
$865K +$17.3K +675 +2%
AF
40
Advisornet Financial
Minnesota
$815K
KAS
41
Kestra Advisory Services
Texas
$754K +$154K +5,987 +25%
TWM
42
TSA Wealth Management
Texas
$721K -$3.46K -135 -0.5%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$701K +$708K +27,622 New
FLPIM
44
F.L. Putnam Investment Management
Massachusetts
$675K
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$654K +$1.1K +43 +0.2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$645K +$652K +25,434 New
BFG
47
Berger Financial Group
Minnesota
$623K
MCM
48
MAI Capital Management
Ohio
$619K +$11.7K +458 +2%
FCM
49
Family Capital Management
Michigan
$590K +$26.5K +1,034 +5%
RFP
50
Root Financial Partners
California
$575K +$201K +7,833 +53%