GGS
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Galvin Gaustad & Stein’s Schwab Municipal Bond ETF SCMB Stock Holding History

Galvin Gaustad & Stein’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
2026
Q1 		$425K Sell
16,667
-932
-5% -$24.1K 0.03% 184
2025
Q4 		$453K Sell
17,599
-29
-0.2% -$747 0.04% 171
2025
Q3 		$451K Hold
17,628
– – 0.04% 143
2025
Q2 		$444K Buy
17,628
+638
+4% +$16K 0.04% 140
2025
Q1 		$431K Sell
16,990
-800
-4% -$20.5K 0.04% 139
2024
Q4 		$457K Buy
17,790
+132
+0.7% +$3.42K 0.04% 138
2024
Q3 		$464K Buy
17,658
+100
+0.6% +$2.6K 0.04% 136
2024
Q2 		$451K Buy
17,558
+4,070
+30% +$105K 0.04% 133
2024
Q1 		$351K Buy
13,488
+44
+0.3% +$1.15K 0.03% 145
2023
Q4 		$354K Buy
+13,444
New +$340K 0.03% 142

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return