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 $751B AUM 38.74% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $287M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TrinityPoint Wealth
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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.