Avidian Wealth Enterprises’s Schwab Municipal Bond ETF SCMB Stock Holding History

Avidian Wealth Enterprises’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	$53.9M	Buy	2,232,098 +748,273	+50%	+$18.8M	1.5%	14
2026 Q2	$38.3M	Sell	1,483,825 -13,500	-0.9%	-$346K	1.06%	18
2026 Q1	$38.2M	Sell	1,497,325 -9,075	-0.6%	-$235K	1.21%	17
2025 Q4	$38.8M	Sell	1,506,400 -41,555	-3%	-$1.07M	1.41%	16
2025 Q3	$39.6M	Buy	1,547,955 +1,470,600	+1,901%	+$37.1M	1.49%	16
2025 Q2	$1.95M	Buy	+77,355	New	+$1.94M	0.08%	134
2024 Q1	–	Sell	-8,154	Closed	-$215K	–	461
2023 Q4	$215K	Buy	+8,154	New	+$206K	0.01%	391

Other funds holding SCMB

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

RCA

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

CST

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

AIM

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Avidian Wealth Enterprises's SCMB Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Schwab Municipal Bond ETF (SCMB) stake by 50% in Q3 2026, buying an estimated $18.8M and bringing the position to 2,232,098 shares worth $53.9M. The position accounts for 1.5% of the portfolio, ranked #14.

Avidian Wealth Enterprises first reported a position in SCMB in Q4 2023 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

Avidian Wealth Enterprises held 2,232,098 shares of Schwab Municipal Bond ETF worth $53.9M as of Q3 2026.
Avidian Wealth Enterprises bought 748,273 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $18.8M.
Schwab Municipal Bond ETF made up 1.5% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #14 holding.
Avidian Wealth Enterprises first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 7 quarters since.
29 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.