AWA
SCMB icon

Acorn Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Acorn Wealth Advisors’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,204
Closed -$365K – 229
2024
Q2 		$365K Buy
+14,204
New +$365K 0.18% 117

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
M
MYeCFO La Jolla, California $239M AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorn Wealth Advisors's SCMB Position: Q3 2024 in Review

Acorn Wealth Advisors sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2024, closing a stake of 14,204 shares — an estimated $365K sold.

Acorn Wealth Advisors first reported a position in SCMB in Q2 2024 and held it in 1 quarter. The position peaked at $365K in Q2 2024. 68 funds tracked by Wall St. Rank hold SCMB as of Q3 2024.

  • Acorn Wealth Advisors reported no remaining Schwab Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Acorn Wealth Advisors sold 14,204 Schwab Municipal Bond ETF shares in Q3 2024, an estimated $365K.
  • Acorn Wealth Advisors first reported a position in Schwab Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Acorn Wealth Advisors's Schwab Municipal Bond ETF position peaked at $365K in Q2 2024.
  • 68 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2024.

Based on Acorn Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.