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LifeGoal Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

LifeGoal Wealth Advisors’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
2025
Q1 		– Sell
-8,920
Closed -$229K – 66
2024
Q4 		$229K Buy
+8,920
New +$231K 0.25% 53

Other funds holding SCMB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWS
Rochester Wealth Strategies Rochester, Michigan $165M AUM 15.48% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LifeGoal Wealth Advisors's SCMB Position: Q1 2025 in Review

LifeGoal Wealth Advisors sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2025, closing a stake of 8,920 shares — an estimated $229K sold.

LifeGoal Wealth Advisors first reported a position in SCMB in Q4 2024 and held it in 1 quarter. The position peaked at $229K in Q4 2024. 86 funds tracked by Wall St. Rank hold SCMB as of Q1 2025.

  • LifeGoal Wealth Advisors reported no remaining Schwab Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 8,920 Schwab Municipal Bond ETF shares in Q1 2025, an estimated $229K.
  • LifeGoal Wealth Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's Schwab Municipal Bond ETF position peaked at $229K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.