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Action Point Financial Planning’s Schwab Municipal Bond ETF SCMB Stock Holding History

Action Point Financial Planning’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 		$399K Buy
+15,467
New +$397K 0.04% 299

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Action Point Financial Planning's SCMB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 15,467 shares worth $399K. The stake represents 0.04% of the portfolio and ranks #299 among its holdings.

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

  • Action Point Financial Planning held 15,467 shares of Schwab Municipal Bond ETF worth $399K as of Q2 2026.
  • Schwab Municipal Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • Schwab Municipal Bond ETF made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #299 holding.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.