Bedel Financial Consulting’s Schwab Municipal Bond ETF SCMB Stock Holding History

Bedel Financial Consulting’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	$251K	Hold	9,729	–	–	0.02%	274
2026 Q1	$248K	Hold	9,729	–	–	0.03%	257
2025 Q4	$251K	Sell	9,729 -784	-7%	-$20.2K	0.03%	239
2025 Q3	$269K	Hold	10,513	–	–	0.03%	231
2025 Q2	$265K	Buy	10,513 +561	+6%	+$14.1K	0.04%	233
2025 Q1	$250K	Buy	9,952 +4	+0%	+$103	0.04%	229
2024 Q4	$256K	Buy	9,948 +842	+9%	+$21.8K	0.04%	224
2024 Q3	$239K	Buy	9,106 +6	+0.1%	+$156	0.03%	232
2024 Q2	$234K	Buy	+9,100	New	+$234K	0.03%	221

Other funds holding SCMB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AWE

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

CST

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

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WPC

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

Bedel Financial Consulting's SCMB Position: Q2 2026 in Review

Bedel Financial Consulting held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 9,729 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #274.

Bedel Financial Consulting first reported a position in SCMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $269K in Q3 2025. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Bedel Financial Consulting held 9,729 shares of Schwab Municipal Bond ETF worth $251K as of Q2 2026.
Bedel Financial Consulting left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
Schwab Municipal Bond ETF made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #274 holding.
Bedel Financial Consulting first reported a position in Schwab Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Bedel Financial Consulting's Schwab Municipal Bond ETF position peaked at $269K in Q3 2025.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.