Beaird Harris Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Beaird Harris Wealth Management’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 Q2	$4.3M	Sell	166,612 -25,850	-13%	-$663K	0.27%	41
2026 Q1	$4.9M	Sell	192,462 -12,000	-6%	-$310K	0.33%	36
2025 Q4	$5.27M	Sell	204,462 -6,200	-3%	-$160K	0.36%	35
2025 Q3	$5.4M	Buy	210,662 +1,510	+0.7%	+$38.1K	0.38%	35
2025 Q2	$5.27M	Sell	209,152 -2,650	-1%	-$66.4K	0.41%	34
2025 Q1	$5.37M	Sell	211,802 -16,580	-7%	-$425K	0.46%	32
2024 Q4	$5.86M	Sell	228,382 -11,800	-5%	-$306K	0.51%	31
2024 Q3	$6.31M	Hold	240,182	–	–	0.55%	30
2024 Q2	$6.17M	Hold	240,182	–	–	0.58%	28
2024 Q1	$6.25M	Hold	240,182	–	–	0.61%	28
2023 Q4	$6.32M	Buy	+240,182	New	+$6.07M	0.66%	28

Other funds holding SCMB

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return