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Cetera Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Cetera 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
Q1 		$1.22M Buy
46,782
+31,938
+215% +$834K 0.01% 1060
2023
Q4 		$390K Buy
14,844
+216
+1% +$5.46K 0.01% 1270
2023
Q3 		$363K Buy
14,628
+676
+5% +$17.3K 0.01% 1225
2023
Q2 		$362K Buy
13,952
+1,682
+14% +$43.6K 0.01% 1206
2023
Q1 		$321K Buy
12,270
+858
+8% +$22.3K 0.01% 1246
2022
Q4 		$293K Buy
+11,412
New +$289K 0.01% 1250

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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M
MYeCFO La Jolla, California $239M AUM 18.83% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $253M AUM 16.72% 1-Year Est. Return

Cetera Advisors's SCMB Position: Q1 2024 in Review

Cetera Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 215% in Q1 2024, buying an estimated $834K and bringing the position to 46,782 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1060.

Cetera Advisors first reported a position in SCMB in Q4 2022 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold SCMB as of Q1 2024.

  • Cetera Advisors held 46,782 shares of Schwab Municipal Bond ETF worth $1.22M as of Q1 2024.
  • Cetera Advisors bought 31,938 Schwab Municipal Bond ETF shares in Q1 2024, an estimated $834K.
  • Schwab Municipal Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1060 holding.
  • Cetera Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • 50 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2024.

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