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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 $208B AUM 16.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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 $1.37T AUM 24.88% 1-Year Est. Return
RWS
Rochester Wealth Strategies Rochester, Michigan $165M AUM 15.48% 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 $374B AUM 17.66% 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. 86 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.
  • 86 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.