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Great Lakes Retirement’s Schwab Municipal Bond ETF SCMB Stock Holding History

Great Lakes Retirement’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
2024
Q3 		– Sell
-1,360
Closed -$35K – 559
2024
Q2 		$35K Buy
+1,360
New +$35K ﹤0.01% 329

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
M
MYeCFO La Jolla, California $239M AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Great Lakes Retirement's SCMB Position: Q3 2024 in Review

Great Lakes Retirement sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2024, closing a stake of 1,360 shares — an estimated $35K sold.

Great Lakes Retirement first reported a position in SCMB in Q2 2024 and held it in 1 quarter. The position peaked at $35K in Q2 2024. 68 funds tracked by Wall St. Rank hold SCMB as of Q3 2024.

  • Great Lakes Retirement reported no remaining Schwab Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 1,360 Schwab Municipal Bond ETF shares in Q3 2024, an estimated $35K.
  • Great Lakes Retirement first reported a position in Schwab Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Great Lakes Retirement's Schwab Municipal Bond ETF position peaked at $35K in Q2 2024.
  • 68 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.