Advisornet Financial’s Schwab Municipal Bond ETF SCMB Stock Holding History

Advisornet Financial’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	$321K	Sell	13,208 -13,105	-50%	-$329K	0.01%	538
2026 Q2	$679K	Sell	26,313 -215	-0.8%	-$5.52K	0.03%	347
2026 Q1	$676K	Sell	26,528 -1,170	-4%	-$30.2K	0.04%	323
2025 Q4	$714K	Sell	27,698 -1,200	-4%	-$30.9K	0.04%	316
2025 Q3	$740K	Sell	28,898 -3,230	-10%	-$81.4K	0.04%	305
2025 Q2	$809K	Hold	32,128	–	–	0.05%	274
2025 Q1	$815K	Hold	32,128	–	–	0.06%	259
2024 Q4	$825K	Buy	32,128 +1,270	+4%	+$32.9K	0.07%	233
2024 Q3	$810K	Buy	30,858 +1,650	+6%	+$42.9K	0.06%	251
2024 Q2	$751K	Sell	29,208 -4,550	-13%	-$117K	0.07%	241
2024 Q1	$879K	Buy	33,758 +2,010	+6%	+$52.5K	0.08%	223
2023 Q4	$835K	Hold	31,748	–	–	0.08%	242
2023 Q3	$787K	Buy	31,748 +11,018	+53%	+$281K	0.07%	234
2023 Q2	$537K	Buy	20,730 +17,360	+515%	+$450K	0.05%	294
2023 Q1	$88.2K	Buy	+3,370	New	+$87.6K	0.01%	652

Other funds holding SCMB

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

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 Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Advisornet Financial's SCMB Position: Q3 2026 in Review

Advisornet Financial reduced its Schwab Municipal Bond ETF (SCMB) stake by 50% in Q3 2026, selling an estimated $329K and leaving 13,208 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #538.

Advisornet Financial first reported a position in SCMB in Q1 2023 and has held it in 15 quarters since. The position peaked at $879K in Q1 2024. 47 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

Advisornet Financial held 13,208 shares of Schwab Municipal Bond ETF worth $321K as of Q3 2026.
Advisornet Financial sold 13,105 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $329K.
Schwab Municipal Bond ETF made up 0.01% of Advisornet Financial's portfolio in Q3 2026, its #538 holding.
Advisornet Financial first reported a position in Schwab Municipal Bond ETF in Q1 2023 and has held it in 15 quarters since.
Advisornet Financial's Schwab Municipal Bond ETF position peaked at $879K in Q1 2024.
47 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.