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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
101
Chapman Financial Group
Hawaii
$410K
SWM
102
Spire Wealth Management
Virginia
$395K +$400K +15,492 New
CA
103
Continuum Advisory
Idaho
$382K +$2.15K +83 +0.6%
FFG
104
Fiduciary Financial Group
California
$382K
CIA
105
Concurrent Investment Advisors
Florida
$371K +$93.6K +3,622 +33%
NSG
106
Nalls Sherbakoff Group
Tennessee
$368K +$12.5K +484 +3%
GAM
107
Gemmer Asset Management
California
$366K +$2.15K +83 +0.6%
SAG
108
SageView Advisory Group
California
$341K +$646 +25 +0.2%
AA
109
Advisory Alpha
Michigan
$335K +$340K +13,162 New
BWP
110
Burling Wealth Partners
Illinois
$322K
HPM
111
Hoxton Planning & Management
West Virginia
$321K +$92.5K +3,577 +40%
Corient Private Wealth
112
Corient Private Wealth
Florida
$320K +$8.55K +331 +3%
CCM
113
Canal Capital Management
Virginia
$319K +$1.6K +62 +0.5%
HF
114
HRT Financial
New York
$316K +$321K +12,416 New
SAI
115
Savvy Advisors Inc
New York
$311K +$315K +12,200 New
JCA
116
January Capital Advisors
California
$306K +$311K +12,026 New
C
117
Certuity
Florida
$303K +$308K +11,897 New
CIA
118
Cape Investment Advisory
Georgia
$289K +$92K +3,560 +46%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$264K
Focus Partners Wealth
120
Focus Partners Wealth
Massachusetts
$256K +$260K +10,051 New
VWM
121
VCI Wealth Management
Missouri
$255K -$8.06K -312 -3%
OIA
122
OneDigital Investment Advisors
Kansas
$250K
BCG
123
Breakwater Capital Group
New Jersey
$249K +$10.7K +413 +4%
BFC
124
Bedel Financial Consulting
Indiana
$248K
JIC
125
Johnson Investment Counsel
Ohio
$242K +$246K +9,510 New