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Maia Wealth’s Schwab Municipal Bond ETF SCMB Stock Holding History

Maia Wealth’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 		– Sell
-23,966
Closed -$309K – 343
2024
Q3 		$309K Buy
23,966
+7,686
+47% +$200K 0.08% 190
2024
Q2 		$422K Buy
+16,280
New +$419K 0.13% 133
2023
Q4 		$356K Buy
+13,540
New +$342K 0.14% 136

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

Maia Wealth's SCMB Position: Q4 2024 in Review

Maia Wealth sold out of Schwab Municipal Bond ETF (SCMB) in Q4 2024, closing a stake of 23,966 shares — an estimated $309K sold.

Maia Wealth first reported a position in SCMB in Q4 2023 and held it in 3 quarters. The position peaked at $422K in Q2 2024. 85 funds tracked by Wall St. Rank hold SCMB as of Q4 2024.

  • Maia Wealth reported no remaining Schwab Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Maia Wealth sold 23,966 Schwab Municipal Bond ETF shares in Q4 2024, an estimated $309K.
  • Maia Wealth first reported a position in Schwab Municipal Bond ETF in Q4 2023 and held it in 3 quarters.
  • Maia Wealth's Schwab Municipal Bond ETF position peaked at $422K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q4 2024.

Based on Maia Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.