AWM
SCMB icon

Abound Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Abound Wealth Management’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
2026
Q2 		$8.91K Buy
+345
New +$8.85K ﹤0.01% 494

Other funds holding SCMB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Abound Wealth Management's SCMB Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 345 shares worth $8.91K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings.

27 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Abound Wealth Management held 345 shares of Schwab Municipal Bond ETF worth $8.91K as of Q2 2026.
  • Schwab Municipal Bond ETF was a new Abound Wealth Management position in Q2 2026.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #494 holding.
  • 27 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.