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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 $751B AUM 38.74% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $287M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return

Column Capital Advisors's SCMB Position: Q3 2023 in Review

Column Capital Advisors held its Schwab Municipal Bond ETF (SCMB) position steady in Q3 2023 at 27,752 shares worth $688K. The position accounts for 0.1% of the portfolio, ranked #73.

Column Capital Advisors first reported a position in SCMB in Q1 2023 and has held it in 3 quarters since. The position peaked at $727K in Q1 2023. 29 funds tracked by Wall St. Rank hold SCMB as of Q3 2023.

  • Column Capital Advisors held 27,752 shares of Schwab Municipal Bond ETF worth $688K as of Q3 2023.
  • Column Capital Advisors left its Schwab Municipal Bond ETF share count unchanged in Q3 2023.
  • Schwab Municipal Bond ETF made up 0.1% of Column Capital Advisors's portfolio in Q3 2023, its #73 holding.
  • Column Capital Advisors first reported a position in Schwab Municipal Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Column Capital Advisors's Schwab Municipal Bond ETF position peaked at $727K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.