BWP
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Balboa Wealth Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

Balboa Wealth Partners’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 		– Sell
-18,782
Closed -$493K – 378
2024
Q3 		$493K Sell
18,782
-2,740
-13% -$71.3K 0.12% 144
2024
Q2 		$553K Buy
21,522
+182
+0.9% +$4.68K 0.15% 120
2024
Q1 		$555K Buy
21,340
+120
+0.6% +$3.13K 0.16% 114
2023
Q4 		$558K Buy
21,220
+3,220
+18% +$81.3K 0.19% 101
2023
Q3 		$446K Buy
+18,000
New +$459K 0.17% 112

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

Balboa Wealth Partners's SCMB Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Schwab Municipal Bond ETF (SCMB) in Q4 2024, closing a stake of 18,782 shares — an estimated $493K sold.

Balboa Wealth Partners first reported a position in SCMB in Q3 2023 and held it in 5 quarters. The position peaked at $558K in Q4 2023. 85 funds tracked by Wall St. Rank hold SCMB as of Q4 2024.

  • Balboa Wealth Partners reported no remaining Schwab Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 18,782 Schwab Municipal Bond ETF shares in Q4 2024, an estimated $493K.
  • Balboa Wealth Partners first reported a position in Schwab Municipal Bond ETF in Q3 2023 and held it in 5 quarters.
  • Balboa Wealth Partners's Schwab Municipal Bond ETF position peaked at $558K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.