Acorn Wealth Advisors
SCMB icon

Acorn Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Acorn Wealth Advisors’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
Q3 		$981K Buy
40,619
+224
+0.6% +$5.63K 0.24% 93
2026
Q2 		$1.04M Buy
+40,395
New +$1.04M 0.25% 84
2024
Q3 		– Sell
-14,204
Closed -$365K – 229
2024
Q2 		$365K Buy
+14,204
New +$365K 0.18% 117

Other funds holding SCMB

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Acorn Wealth Advisors's SCMB Position: Q3 2026 in Review

Acorn Wealth Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 0.55% in Q3 2026, buying an estimated $5.63K and bringing the position to 40,619 shares worth $981K. The position accounts for 0.24% of the portfolio, ranked #93.

Acorn Wealth Advisors first reported a position in SCMB in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.04M in Q2 2026. 52 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Acorn Wealth Advisors held 40,619 shares of Schwab Municipal Bond ETF worth $981K as of Q3 2026.
  • Acorn Wealth Advisors bought 224 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $5.63K.
  • Schwab Municipal Bond ETF made up 0.24% of Acorn Wealth Advisors's portfolio in Q3 2026, its #93 holding.
  • Acorn Wealth Advisors first reported a position in Schwab Municipal Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Acorn Wealth Advisors's Schwab Municipal Bond ETF position peaked at $1.04M in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Acorn Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.