AWM
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Avior Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-5,686
Closed -$146K – 2032
2024
Q4 		$146K Hold
5,686
– – 0.01% 794
2024
Q3 		$149K Buy
+5,686
New +$148K 0.01% 772

Other funds holding SCMB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWS
Rochester Wealth Strategies Rochester, Michigan $181M AUM 17.53% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Avior Wealth Management's SCMB Position: Q1 2025 in Review

Avior Wealth Management sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2025, closing a stake of 5,686 shares — an estimated $146K sold.

Avior Wealth Management first reported a position in SCMB in Q3 2024 and held it in 2 quarters. The position peaked at $149K in Q3 2024. 87 funds tracked by Wall St. Rank hold SCMB as of Q1 2025.

  • Avior Wealth Management reported no remaining Schwab Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 5,686 Schwab Municipal Bond ETF shares in Q1 2025, an estimated $146K.
  • Avior Wealth Management first reported a position in Schwab Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's Schwab Municipal Bond ETF position peaked at $149K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.