Carl Stuart Investment Advisor
SCMB icon

Carl Stuart Investment Advisor’s Schwab Municipal Bond ETF SCMB Stock Holding History

Carl Stuart Investment Advisor’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
-55,424
Closed -$1.42M – 19
2024
Q4 		$1.42M Buy
+55,424
New +$1.44M 0.76% 8
2024
Q1 		– Sell
-79,254
Closed -$2.08M – 31
2023
Q4 		$2.08M Buy
+79,254
New +$2M 1.4% 6

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
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Fort Point Capital Partners
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rochester Wealth Strategies
Rochester Wealth Strategies Rochester, Michigan $181M AUM 17.53% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Carl Stuart Investment Advisor's SCMB Position: Q1 2025 in Review

Carl Stuart Investment Advisor sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2025, closing a stake of 55,424 shares — an estimated $1.42M sold.

Carl Stuart Investment Advisor first reported a position in SCMB in Q4 2023 and held it in 2 quarters. The position peaked at $2.08M in Q4 2023. 87 funds tracked by Wall St. Rank hold SCMB as of Q1 2025.

  • Carl Stuart Investment Advisor reported no remaining Schwab Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 55,424 Schwab Municipal Bond ETF shares in Q1 2025, an estimated $1.42M.
  • Carl Stuart Investment Advisor first reported a position in Schwab Municipal Bond ETF in Q4 2023 and held it in 2 quarters.
  • Carl Stuart Investment Advisor's Schwab Municipal Bond ETF position peaked at $2.08M in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2025.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2025, filed 23 Apr 2025.