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VitalStone Financial’s Schwab Municipal Bond ETF SCMB Stock Holding History

VitalStone Financial’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 		– Sell
-2,352
Closed -$62K – 592
2023
Q4 		$62K Buy
2,352
+1,000
+74% +$25.3K 0.05% 140
2023
Q3 		$34K Hold
1,352
– – 0.03% 155
2023
Q2 		$35K Buy
+1,352
New +$35.1K 0.02% 411

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

VitalStone Financial's SCMB Position: Q1 2024 in Review

VitalStone Financial sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2024, closing a stake of 2,352 shares — an estimated $62K sold.

VitalStone Financial first reported a position in SCMB in Q2 2023 and held it in 3 quarters. The position peaked at $62K in Q4 2023. 50 funds tracked by Wall St. Rank hold SCMB as of Q1 2024.

  • VitalStone Financial reported no remaining Schwab Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • VitalStone Financial sold 2,352 Schwab Municipal Bond ETF shares in Q1 2024, an estimated $62K.
  • VitalStone Financial first reported a position in Schwab Municipal Bond ETF in Q2 2023 and held it in 3 quarters.
  • VitalStone Financial's Schwab Municipal Bond ETF position peaked at $62K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.