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

Atomi 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	$5.31M	Buy	+219,719	New	+$5.52M	0.14%	124

Other funds holding SCMB

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

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

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

Atomi Financial Group opened a new position in Schwab Municipal Bond ETF (SCMB) in Q3 2026: 219,719 shares worth $5.31M. The stake represents 0.14% of the portfolio and ranks #124 among its holdings.

118 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

Atomi Financial Group held 219,719 shares of Schwab Municipal Bond ETF worth $5.31M as of Q3 2026.
Schwab Municipal Bond ETF was a new Atomi Financial Group position in Q3 2026.
Schwab Municipal Bond ETF made up 0.14% of Atomi Financial Group's portfolio in Q3 2026, its #124 holding.
118 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.