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Retirement Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

Retirement Group’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
Q1 		$7.32K Buy
+282
New +$7.37K ﹤0.01% 517

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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M
MYeCFO La Jolla, California $239M AUM 18.83% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $253M AUM 16.72% 1-Year Est. Return

Retirement Group's SCMB Position: Q1 2024 in Review

Retirement Group opened a new position in Schwab Municipal Bond ETF (SCMB) in Q1 2024: 282 shares worth $7.32K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings.

50 funds tracked by Wall St. Rank hold SCMB as of Q1 2024.

  • Retirement Group held 282 shares of Schwab Municipal Bond ETF worth $7.32K as of Q1 2024.
  • Schwab Municipal Bond ETF was a new Retirement Group position in Q1 2024.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #517 holding.
  • 50 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.