We are live on ! Find out more
SCMB icon

Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCA
126
January Capital Advisors
California
$311K
C
127
Certuity
Florida
$310K +$2.67K +104 +0.9%
IC
128
IEQ Capital
California
$310K +$308K +12,001 New
CIA
129
Concurrent Investment Advisors
Florida
$305K -$70.1K -2,733 -19%
VAF
130
Values Added Financial
District of Columbia
$298K +$296K +11,549 New
CIA
131
Cape Investment Advisory
Georgia
$296K +$2.44K +95 +0.8%
BCG
132
Breakwater Capital Group
New Jersey
$292K +$39.8K +1,550 +16%
MHR
133
Matthew Hamilton Rosenberg
$284K +$283K +11,013 New
KWS
134
Keystone Wealth Services
California
$281K +$279K +10,894 New
FIA
135
Foundations Investment Advisors
Arizona
$276K +$274K +10,674 New
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$268K
PB
137
Pinnacle Bancorp
Nebraska
$264K +$262K +10,224 New
GA
138
Greenspring Advisors
Maryland
$251K +$250K +9,740 New
BFC
139
Bedel Financial Consulting
Indiana
$251K
JIC
140
Johnson Investment Counsel
Ohio
$246K
HWA
141
Heartwood Wealth Advisors
Virginia
$239K
XT
142
XTX Topco
Cayman Islands
$234K +$233K +9,064 New
VWM
143
VCI Wealth Management
Missouri
$232K -$26.3K -1,025 -10%
NLA
144
Northern Lights Advisors
Washington
$230K -$14.9K -579 -6%
Fisher Asset Management
145
Fisher Asset Management
Washington
$225K +$224K +8,726 New
Ameriprise
146
Ameriprise
Minnesota
$223K
RCA
147
Resonant Capital Advisors
Wisconsin
$216K
Lido Advisors
148
Lido Advisors
California
$213K +$212K +8,265 New
HKIM
149
Hayek Kallen Investment Management
Alabama
$207K +$205K +8,000 New
AWM
150
AE Wealth Management
Kansas
$205K +$89K +3,471 +78%