Asset Allocation Strategies
SCMB icon

Asset Allocation Strategies’s Schwab Municipal Bond ETF SCMB Stock Holding History

Asset Allocation Strategies’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 		$1.05M Buy
43,367
+9,757
+29% +$245K 0.16% 84
2026
Q2 		$868K Buy
33,610
+7,955
+31% +$204K 0.13% 94
2026
Q1 		$654K Buy
25,655
+8,289
+48% +$214K 0.12% 99
2025
Q4 		$447K Sell
17,366
-1,331
-7% -$34.3K 0.08% 117
2025
Q3 		$479K Buy
18,697
+8,088
+76% +$204K 0.09% 108
2025
Q2 		$267K Sell
10,609
-517
-5% -$13K 0.06% 124
2025
Q1 		$282K Sell
11,126
-1,373
-11% -$35.2K 0.07% 116
2024
Q4 		$320K Buy
+12,499
New +$324K 0.08% 109

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

Asset Allocation Strategies's SCMB Position: Q3 2026 in Review

Asset Allocation Strategies increased its Schwab Municipal Bond ETF (SCMB) stake by 29% in Q3 2026, buying an estimated $245K and bringing the position to 43,367 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #84.

Asset Allocation Strategies first reported a position in SCMB in Q4 2024 and has held it in 8 quarters since. 55 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Asset Allocation Strategies held 43,367 shares of Schwab Municipal Bond ETF worth $1.05M as of Q3 2026.
  • Asset Allocation Strategies bought 9,757 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $245K.
  • Schwab Municipal Bond ETF made up 0.16% of Asset Allocation Strategies's portfolio in Q3 2026, its #84 holding.
  • Asset Allocation Strategies first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 55 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.