Cetera Advisor Networks’s Schwab Municipal Bond ETF SCMB Stock Holding History

Cetera Advisor Networks’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 Q1	$291K	Buy	11,198 +260	+2%	+$6.79K	﹤0.01%	2310
2023 Q4	$288K	Buy	10,938 +30	+0.3%	+$758	﹤0.01%	2280
2023 Q3	$270K	Sell	10,908 -812	-7%	-$20.7K	﹤0.01%	2211
2023 Q2	$304K	Buy	11,720 +170	+1%	+$4.41K	﹤0.01%	2076
2023 Q1	$302K	Sell	11,550 -1,198	-9%	-$31.1K	﹤0.01%	2049
2022 Q4	$327K	Buy	+12,748	New	+$323K	﹤0.01%	1937

Other funds holding SCMB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYeCFO La Jolla, California $265M AUM 22.12% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

ORC

O'Rourke & Company Boston, Massachusetts $287M AUM 23.01% 1-Year Est. Return

Cetera Advisor Networks's SCMB Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab Municipal Bond ETF (SCMB) stake by 2.4% in Q1 2024, buying an estimated $6.79K and bringing the position to 11,198 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Cetera Advisor Networks first reported a position in SCMB in Q4 2022 and has held it in 6 quarters since. The position peaked at $327K in Q4 2022. 50 funds tracked by Wall St. Rank hold SCMB as of Q1 2024.

Cetera Advisor Networks held 11,198 shares of Schwab Municipal Bond ETF worth $291K as of Q1 2024.
Cetera Advisor Networks bought 260 Schwab Municipal Bond ETF shares in Q1 2024, an estimated $6.79K.
Schwab Municipal Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2310 holding.
Cetera Advisor Networks first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 6 quarters since.
Cetera Advisor Networks's Schwab Municipal Bond ETF position peaked at $327K in Q4 2022.
50 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.