Blueprint Financial Advisors
SCMB icon

Blueprint Financial Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Blueprint Financial Advisors’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 		$564K Sell
23,345
-250
-1% -$6.28K 0.06% 126
2026
Q2 		$609K Hold
23,595
– – 0.07% 108
2026
Q1 		$601K Sell
23,595
-650
-3% -$16.8K 0.09% 83
2025
Q4 		$625K Hold
24,245
– – 0.1% 82
2025
Q3 		$621K Hold
24,245
– – 0.13% 84
2025
Q2 		$610K Buy
+24,245
New +$607K 0.2% 54

Other funds holding SCMB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Fort Point Capital Partners
Fort Point Capital Partners San Francisco, California $1.43B AUM 12.63% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Manning & Napier Advisors
Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Blueprint Financial Advisors's SCMB Position: Q3 2026 in Review

Blueprint Financial Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 1.1% in Q3 2026, selling an estimated $6.28K and leaving 23,345 shares worth $564K. The position accounts for 0.06% of the portfolio, ranked #126.

Blueprint Financial Advisors first reported a position in SCMB in Q2 2025 and has held it in 6 quarters since. The position peaked at $625K in Q4 2025. 193 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Blueprint Financial Advisors held 23,345 shares of Schwab Municipal Bond ETF worth $564K as of Q3 2026.
  • Blueprint Financial Advisors sold 250 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $6.28K.
  • Schwab Municipal Bond ETF made up 0.06% of Blueprint Financial Advisors's portfolio in Q3 2026, its #126 holding.
  • Blueprint Financial Advisors first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Blueprint Financial Advisors's Schwab Municipal Bond ETF position peaked at $625K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Blueprint Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.