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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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
M
MYeCFO La Jolla, California $239M AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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.