CCA
SCMB icon

Column Capital Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Column Capital 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
2023
Q3 		$688K Hold
27,752
– – 0.1% 73
2023
Q2 		$719K Hold
27,752
– – 0.1% 69
2023
Q1 		$727K Buy
+27,752
New +$721K 0.11% 65

Other funds holding SCMB

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
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
M
MYeCFO La Jolla, California $239M AUM 18.83% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $253M AUM 16.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return