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Schwab US Aggregate Bond ETF

名稱 持股 交易金額 股數
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持股
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JP Morgan Chase
1
JP Morgan Chase
New York
US$3.35億 +US$2638萬 +1,139,890 +9%
Rockbridge Investment Management
2
Rockbridge Investment Management
New York
US$2.41億 +US$1681萬 +726,661 +7%
Avantax Planning Partners
3
Avantax Planning Partners
Iowa
US$1.84億 +US$612萬 +264,646 +3%
Ameriprise
4
Ameriprise
Minnesota
US$1.58億 +US$788萬 +340,546 +5%
Charles Schwab Trust
5
Charles Schwab Trust
Nevada
US$1.53億 +US$433萬 +186,945 +3%
Financial Engines Advisors
6
Financial Engines Advisors
California
US$1.31億 +US$619萬 +267,337 +5%
HighTower Advisors
7
HighTower Advisors
Illinois
US$9928萬 -US$461萬 -199,078 -4%
Kohmann Bosshard Financial Services
8
Kohmann Bosshard Financial Services
Ohio
US$8918萬 +US$1237萬 +534,699 +16%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
US$8056萬 +US$437萬 +188,635 +6%
Rational Advisors
10
Rational Advisors
New York
US$7268萬 +US$152萬 +65,898 +2%
Goldman Sachs
11
Goldman Sachs
New York
US$7105萬 -US$138萬 -59,602 -2%
McAdam LLC
12
McAdam LLC
Pennsylvania
US$6037萬 +US$1432萬 +618,992 +31%
Jones Financial Companies
13
Jones Financial Companies
Missouri
US$5293萬 +US$882萬 +381,229 +20%
PWMG
14
Pioneer Wealth Management Group
Texas
US$5203萬 +US$577萬 +249,489 +12%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
US$4978萬 -US$49.5萬 -21,380 -1%
Mariner
16
Mariner
Kansas
US$4931萬 -US$55.9萬 -24,178 -1%
Cerity Partners
17
Cerity Partners
New York
US$4578萬 +US$1285萬 +555,355 +31%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
US$4310萬 +US$220萬 +95,234 +5%
Savant Capital
19
Savant Capital
Illinois
US$3913萬 +US$1949萬 +842,407 +100%
Vident Advisory
20
Vident Advisory
Georgia
US$3902萬 +US$120萬 +51,683 +3%
NorthRock Partners
21
NorthRock Partners
Minnesota
US$3745萬 +US$949萬 +409,926 +34%
FLA
22
Financial Life Advisors
Texas
US$3639萬 +US$168萬 +72,669 +5%
Blue Trust Inc
23
Blue Trust Inc
Georgia
US$3581萬 +US$73.4萬 +31,729 +2%
Destination Wealth Management
24
Destination Wealth Management
California
US$3463萬 -US$134萬 -58,070 -4%
Horst & Graben Wealth Management
25
Horst & Graben Wealth Management
Oregon
US$3398萬 +US$124萬 +53,754 +4%