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 Q2	$535K	Buy	20,717 +18	+0.1%	+$462	0.03%	290
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 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 $3.62B AUM 24.8% 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 22.96% 1-Year Est. Return

WPC

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

Berger Financial Group's SCMB Position: Q2 2026 in Review

Berger Financial Group increased its Schwab Municipal Bond ETF (SCMB) stake by 0.09% in Q2 2026, buying an estimated $462 and bringing the position to 20,717 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #290.

Berger Financial Group first reported a position in SCMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $649K in Q1 2024. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Berger Financial Group held 20,717 shares of Schwab Municipal Bond ETF worth $535K as of Q2 2026.
Berger Financial Group bought 18 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $462.
Schwab Municipal Bond ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #290 holding.
Berger Financial Group first reported a position in Schwab Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Berger Financial Group's Schwab Municipal Bond ETF position peaked at $649K in Q1 2024.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.