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EPG Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

EPG Wealth Management’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
-750
Closed -$19.3K – 444
2024
Q4 		$19.3K Hold
750
– – 0.01% 346
2024
Q3 		$19.7K Buy
+750
New +$19.5K 0.01% 345
2024
Q2 		– Sell
-750
Closed -$19.3K – 370
2024
Q1 		$19.5K Hold
750
– – ﹤0.01% 362
2023
Q4 		$19.5K Hold
750
– – 0.01% 348
2023
Q3 		$18.6K Hold
750
– – 0.01% 342
2023
Q2 		$19.4K Hold
750
– – 0.01% 332
2023
Q1 		$19.6K Buy
+750
New +$19.5K 0.01% 336

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

EPG Wealth Management's SCMB Position: Q1 2025 in Review

EPG Wealth Management sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2025, closing a stake of 750 shares — an estimated $19.3K sold.

EPG Wealth Management first reported a position in SCMB in Q1 2023 and held it in 7 quarters. The position peaked at $19.7K in Q3 2024. 86 funds tracked by Wall St. Rank hold SCMB as of Q1 2025.

  • EPG Wealth Management reported no remaining Schwab Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • EPG Wealth Management sold 750 Schwab Municipal Bond ETF shares in Q1 2025, an estimated $19.3K.
  • EPG Wealth Management first reported a position in Schwab Municipal Bond ETF in Q1 2023 and held it in 7 quarters.
  • EPG Wealth Management's Schwab Municipal Bond ETF position peaked at $19.7K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.