Altiora Financial Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

Altiora Financial Group’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	$483K	Hold	20,000	–	–	0.08%	72
2026 Q2	$516K	Hold	20,000	–	–	0.08%	74
2026 Q1	$510K	Hold	20,000	–	–	0.08%	73
2025 Q4	$515K	Hold	20,000	–	–	0.09%	65
2025 Q3	$512K	Hold	20,000	–	–	0.09%	64
2025 Q2	$504K	Hold	20,000	–	–	0.1%	66
2025 Q1	$507K	Hold	20,000	–	–	0.11%	65
2024 Q4	$514K	Hold	20,000	–	–	0.11%	68
2024 Q3	$525K	Hold	20,000	–	–	0.12%	69
2024 Q2	$514K	Hold	20,000	–	–	0.12%	61
2024 Q1	$520K	Hold	20,000	–	–	0.14%	54
2023 Q4	$526K	Buy	+20,000	New	+$505K	0.15%	53

Other funds holding SCMB

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

Fort Point Capital Partners San Francisco, California $1.43B AUM 12.63% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Altiora Financial Group's SCMB Position: Q3 2026 in Review

Altiora Financial Group held its Schwab Municipal Bond ETF (SCMB) position steady in Q3 2026 at 20,000 shares worth $483K. The position accounts for 0.08% of the portfolio, ranked #72.

Altiora Financial Group first reported a position in SCMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $526K in Q4 2023. 193 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

Altiora Financial Group held 20,000 shares of Schwab Municipal Bond ETF worth $483K as of Q3 2026.
Altiora Financial Group left its Schwab Municipal Bond ETF share count unchanged in Q3 2026.
Schwab Municipal Bond ETF made up 0.08% of Altiora Financial Group's portfolio in Q3 2026, its #72 holding.
Altiora Financial Group first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
Altiora Financial Group's Schwab Municipal Bond ETF position peaked at $526K in Q4 2023.
193 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.