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Accredited Investors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Accredited Investors’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 		$663K Buy
+25,674
New +$659K 0.03% 151

Other funds holding SCMB

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 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
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
SVWG
Shared Vision Wealth Group Carlsbad, United States $291M AUM 22.01% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
CHIAL
Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM

Accredited Investors's SCMB Position: Q2 2026 in Review

Accredited Investors opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 25,674 shares worth $663K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings.

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

  • Accredited Investors held 25,674 shares of Schwab Municipal Bond ETF worth $663K as of Q2 2026.
  • Schwab Municipal Bond ETF was a new Accredited Investors position in Q2 2026.
  • Schwab Municipal Bond ETF made up 0.03% of Accredited Investors's portfolio in Q2 2026, its #151 holding.
  • 76 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.