Koshinski Asset Management
SCMB icon

Koshinski Asset Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Koshinski Asset 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
2023
Q3 		– Sell
-13,184
Closed -$342K – 620
2023
Q2 		$342K Sell
13,184
-9,670
-42% -$251K 0.04% 428
2023
Q1 		$598K Buy
+22,854
New +$594K 0.06% 291

Other funds holding SCMB

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
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
M
MYeCFO La Jolla, California $239M AUM 18.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $253M AUM 16.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management's SCMB Position: Q3 2023 in Review

Koshinski Asset Management sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2023, closing a stake of 13,184 shares — an estimated $342K sold.

Koshinski Asset Management first reported a position in SCMB in Q1 2023 and held it in 2 quarters. The position peaked at $598K in Q1 2023. 29 funds tracked by Wall St. Rank hold SCMB as of Q3 2023.

  • Koshinski Asset Management reported no remaining Schwab Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 13,184 Schwab Municipal Bond ETF shares in Q3 2023, an estimated $342K.
  • Koshinski Asset Management first reported a position in Schwab Municipal Bond ETF in Q1 2023 and held it in 2 quarters.
  • Koshinski Asset Management's Schwab Municipal Bond ETF position peaked at $598K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2023.

Based on Koshinski Asset Management's 13F filing for Q3 2023, filed 18 Oct 2023.