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Salem Investment Counselors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-800
Closed -$20.7K – 1166
2023
Q2 		$20.7K Buy
+800
New +$20.7K ﹤0.01% 687

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
M
MYeCFO La Jolla, California $265M AUM 22.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $287M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Salem Investment Counselors's SCMB Position: Q3 2023 in Review

Salem Investment Counselors sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2023, closing a stake of 800 shares — an estimated $20.7K sold.

Salem Investment Counselors first reported a position in SCMB in Q2 2023 and held it in 1 quarter. The position peaked at $20.7K in Q2 2023. 29 funds tracked by Wall St. Rank hold SCMB as of Q3 2023.

  • Salem Investment Counselors reported no remaining Schwab Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 800 Schwab Municipal Bond ETF shares in Q3 2023, an estimated $20.7K.
  • Salem Investment Counselors first reported a position in Schwab Municipal Bond ETF in Q2 2023 and held it in 1 quarter.
  • Salem Investment Counselors's Schwab Municipal Bond ETF position peaked at $20.7K in Q2 2023.
  • 29 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.