13,554 Shares in Schwab Municipal Bond ETF (NYSEARCA:SCMB) Acquired by Golden Bell Financial Planning LLC

Golden Bell Financial Planning LLC acquired a new position in Schwab Municipal Bond ETF (NYSEARCA:SCMB) during the fourth quarter, HoldingsChannel.com reports. The fund acquired 13,554 shares of the company’s stock, valued at approximately $348,000. Schwab Municipal Bond ETF makes up about 0.3% of Golden Bell Financial Planning LLC’s portfolio, making the stock its 26th biggest holding.

A number of other institutional investors and hedge funds also recently made changes to their positions in SCMB. Creative Planning purchased a new position in shares of Schwab Municipal Bond ETF in the third quarter worth approximately $1,002,000. Blackston Financial Advisory Group LLC purchased a new position in shares of Schwab Municipal Bond ETF in the third quarter worth approximately $201,000. Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Schwab Municipal Bond ETF by 5.6% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 31,507 shares of the company’s stock worth $1,655,000 after buying an additional 1,670 shares during the last quarter. Pallas Capital Advisors LLC boosted its holdings in shares of Schwab Municipal Bond ETF by 220.0% in the third quarter. Pallas Capital Advisors LLC now owns 481,159 shares of the company’s stock worth $25,275,000 after buying an additional 330,798 shares during the last quarter. Finally, Creative Financial Designs Inc. ADV lifted its holdings in Schwab Municipal Bond ETF by 27.7% during the third quarter. Creative Financial Designs Inc. ADV now owns 10,230 shares of the company’s stock valued at $537,000 after purchasing an additional 2,219 shares in the last quarter.

Schwab Municipal Bond ETF Stock Up 0.2 %

Shares of NYSEARCA:SCMB opened at $25.79 on Friday. Schwab Municipal Bond ETF has a 1-year low of $25.37 and a 1-year high of $26.37. The firm’s 50 day simple moving average is $25.67 and its two-hundred day simple moving average is $25.90.

Schwab Municipal Bond ETF Company Profile

The Schwab Municipal Bond ETF (SCMB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks an index of USD-denominated, investment grade tax-exempt debt, issued by US states and territories with varying maturities. SCMB was launched on Oct 12, 2022 and is managed by Charles Schwab.