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RFP Financial Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

RFP Financial 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
Q3 		– Sell
-3,370
Closed -$86.6K – 660
2024
Q2 		$86.6K Buy
+3,370
New +$86.7K 0.03% 176
2023
Q1 		– Sell
-69,384
Closed -$1.78M – 836
2022
Q4 		$1.78M Buy
+69,384
New +$1.76M 0.8% 23

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RFP Financial Group's SCMB Position: Q3 2024 in Review

RFP Financial Group sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2024, closing a stake of 3,370 shares — an estimated $86.6K sold.

RFP Financial Group first reported a position in SCMB in Q4 2022 and held it in 2 quarters. The position peaked at $1.78M in Q4 2022. 68 funds tracked by Wall St. Rank hold SCMB as of Q3 2024.

  • RFP Financial Group reported no remaining Schwab Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 3,370 Schwab Municipal Bond ETF shares in Q3 2024, an estimated $86.6K.
  • RFP Financial Group first reported a position in Schwab Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
  • RFP Financial Group's Schwab Municipal Bond ETF position peaked at $1.78M in Q4 2022.
  • 68 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.