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Kades & Cheifetz’s Schwab Municipal Bond ETF SCMB Stock Holding History

Kades & Cheifetz’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
Q4 		$364K Buy
14,189
+149
+1% +$3.86K 0.19% 79
2024
Q3 		$369K Buy
14,040
+116
+0.8% +$3.02K 0.21% 70
2024
Q2 		$358K Buy
13,924
+118
+0.9% +$3.04K 0.23% 69
2024
Q1 		$359K Buy
13,806
+76
+0.6% +$1.99K 0.23% 64
2023
Q4 		$361K Buy
+13,730
New +$347K 0.26% 62

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
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kades & Cheifetz's SCMB Position: Q4 2024 in Review

Kades & Cheifetz increased its Schwab Municipal Bond ETF (SCMB) stake by 1.1% in Q4 2024, buying an estimated $3.86K and bringing the position to 14,189 shares worth $364K. The position accounts for 0.19% of the portfolio, ranked #79.

Kades & Cheifetz first reported a position in SCMB in Q4 2023 and has held it in 5 quarters since. The position peaked at $369K in Q3 2024. 85 funds tracked by Wall St. Rank hold SCMB as of Q4 2024.

  • Kades & Cheifetz held 14,189 shares of Schwab Municipal Bond ETF worth $364K as of Q4 2024.
  • Kades & Cheifetz bought 149 Schwab Municipal Bond ETF shares in Q4 2024, an estimated $3.86K.
  • Schwab Municipal Bond ETF made up 0.19% of Kades & Cheifetz's portfolio in Q4 2024, its #79 holding.
  • Kades & Cheifetz first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Kades & Cheifetz's Schwab Municipal Bond ETF position peaked at $369K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.