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Element Wealth’s Schwab Municipal Bond ETF SCMB Stock Holding History

Element Wealth’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
-7,350
Closed -$189K – 264
2024
Q4 		$189K Hold
7,350
– – 0.1% 157
2024
Q3 		$193K Buy
7,350
+2,870
+64% +$74.7K 0.1% 153
2024
Q2 		$115K Hold
4,480
– – 0.06% 161
2024
Q1 		$117K Hold
4,480
– – 0.07% 159
2023
Q4 		$118K Hold
4,480
– – 0.07% 149
2023
Q3 		$111K Hold
4,480
– – 0.08% 144
2023
Q2 		$116K Hold
4,480
– – 0.08% 145
2023
Q1 		$117K Buy
+4,480
New +$116K 0.09% 133

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

Element Wealth's SCMB Position: Q1 2025 in Review

Element Wealth sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2025, closing a stake of 7,350 shares — an estimated $189K sold.

Element Wealth first reported a position in SCMB in Q1 2023 and held it in 8 quarters. The position peaked at $193K in Q3 2024. 86 funds tracked by Wall St. Rank hold SCMB as of Q1 2025.

  • Element Wealth reported no remaining Schwab Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 7,350 Schwab Municipal Bond ETF shares in Q1 2025, an estimated $189K.
  • Element Wealth first reported a position in Schwab Municipal Bond ETF in Q1 2023 and held it in 8 quarters.
  • Element Wealth's Schwab Municipal Bond ETF position peaked at $193K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.