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

Berger 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
Q1 		$527K Buy
20,699
+12
+0.1% +$310 0.03% 286
2025
Q4 		$533K Buy
20,687
+24
+0.1% +$618 0.03% 281
2025
Q3 		$529K Buy
20,663
+19
+0.1% +$479 0.03% 277
2025
Q2 		$520K Sell
20,644
-3,916
-16% -$98.1K 0.03% 263
2025
Q1 		$623K Hold
24,560
– – 0.04% 234
2024
Q4 		$631K Hold
24,560
– – 0.04% 223
2024
Q3 		$645K Hold
24,560
– – 0.05% 201
2024
Q2 		$631K Sell
24,560
-388
-2% -$9.98K 0.05% 185
2024
Q1 		$649K Buy
+24,948
New +$652K 0.05% 180

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Berger Financial Group's SCMB Position: Q1 2026 in Review

Berger Financial Group increased its Schwab Municipal Bond ETF (SCMB) stake by 0.06% in Q1 2026, buying an estimated $310 and bringing the position to 20,699 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #286.

Berger Financial Group first reported a position in SCMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $649K in Q1 2024. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Berger Financial Group held 20,699 shares of Schwab Municipal Bond ETF worth $527K as of Q1 2026.
  • Berger Financial Group bought 12 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $310.
  • Schwab Municipal Bond ETF made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #286 holding.
  • Berger Financial Group first reported a position in Schwab Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Berger Financial Group's Schwab Municipal Bond ETF position peaked at $649K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.