RWS
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Rochester Wealth Strategies’s Schwab Municipal Bond ETF SCMB Stock Holding History

Rochester Wealth Strategies’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
2025
Q2 		– Sell
-247,319
Closed -$6.27M – 26
2025
Q1 		$6.27M Buy
+247,319
New +$6.34M 4.98% 10

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rochester Wealth Strategies's SCMB Position: Q2 2025 in Review

Rochester Wealth Strategies sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2025, closing a stake of 247,319 shares — an estimated $6.27M sold.

Rochester Wealth Strategies first reported a position in SCMB in Q1 2025 and held it in 1 quarter. The position peaked at $6.27M in Q1 2025. 110 funds tracked by Wall St. Rank hold SCMB as of Q2 2025.

  • Rochester Wealth Strategies reported no remaining Schwab Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Rochester Wealth Strategies sold 247,319 Schwab Municipal Bond ETF shares in Q2 2025, an estimated $6.27M.
  • Rochester Wealth Strategies first reported a position in Schwab Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Rochester Wealth Strategies's Schwab Municipal Bond ETF position peaked at $6.27M in Q1 2025.
  • 110 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2025.

Based on Rochester Wealth Strategies's 13F filing for Q2 2025, filed 22 Jul 2025.