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

Mills 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
2023
Q1 		– Sell
-26,798
Closed -$687K – 52
2022
Q4 		$687K Buy
+26,798
New +$678K 0.62% 30

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
M
MYeCFO La Jolla, California $239M AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $253M AUM 16.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mills Wealth Advisors's SCMB Position: Q1 2023 in Review

Mills Wealth Advisors sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2023, closing a stake of 26,798 shares — an estimated $687K sold.

Mills Wealth Advisors first reported a position in SCMB in Q4 2022 and held it in 1 quarter. The position peaked at $687K in Q4 2022. 25 funds tracked by Wall St. Rank hold SCMB as of Q1 2023.

  • Mills Wealth Advisors reported no remaining Schwab Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Mills Wealth Advisors sold 26,798 Schwab Municipal Bond ETF shares in Q1 2023, an estimated $687K.
  • Mills Wealth Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Mills Wealth Advisors's Schwab Municipal Bond ETF position peaked at $687K in Q4 2022.
  • 25 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2023.

Based on Mills Wealth Advisors's 13F filing for Q1 2023, filed 3 Jul 2024.