BRWA
SCMB icon

B. Riley Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

B. Riley 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
Q4 		$858K Buy
33,425
+3,825
+13% +$99.1K 0.03% 503
2024
Q3 		$777K Buy
29,600
+5,750
+24% +$150K 0.02% 569
2024
Q2 		$613K Buy
23,850
+14,700
+161% +$378K 0.02% 720
2024
Q1 		$227K Sell
9,150
-7,200
-44% -$188K 0.01% 1194
2023
Q4 		$430K Buy
16,350
+7,200
+79% +$182K 0.01% 895
2023
Q3 		$227K Buy
+9,150
New +$234K 0.01% 1194

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
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Wealth Advisors's SCMB Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 13% in Q4 2024, buying an estimated $99.1K and bringing the position to 33,425 shares worth $858K. The position accounts for 0.03% of the portfolio, ranked #503.

B. Riley Wealth Advisors first reported a position in SCMB in Q3 2023 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold SCMB as of Q4 2024.

  • B. Riley Wealth Advisors held 33,425 shares of Schwab Municipal Bond ETF worth $858K as of Q4 2024.
  • B. Riley Wealth Advisors bought 3,825 Schwab Municipal Bond ETF shares in Q4 2024, an estimated $99.1K.
  • Schwab Municipal Bond ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #503 holding.
  • B. Riley Wealth Advisors first reported a position in Schwab Municipal Bond ETF in Q3 2023 and has held it in 6 quarters since.
  • 85 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.