Bogart Wealth LLC
SCMB icon

Bogart Wealth LLC’s Schwab Municipal Bond ETF SCMB Stock Holding History

Bogart Wealth LLC’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
2025
Q4 		– Sell
-82
Closed -$2.1K – 1674
2025
Q3 		$2.1K Buy
+82
New +$2.07K ﹤0.01% 1144

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Jones Financial Companies
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Avidian Wealth Enterprises
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
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bogart Wealth LLC's SCMB Position: Q4 2025 in Review

Bogart Wealth LLC sold out of Schwab Municipal Bond ETF (SCMB) in Q4 2025, closing a stake of 82 shares — an estimated $2.1K sold.

Bogart Wealth LLC first reported a position in SCMB in Q3 2025 and held it in 1 quarter. The position peaked at $2.1K in Q3 2025. 151 funds tracked by Wall St. Rank hold SCMB as of Q4 2025.

  • Bogart Wealth LLC reported no remaining Schwab Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 82 Schwab Municipal Bond ETF shares in Q4 2025, an estimated $2.1K.
  • Bogart Wealth LLC first reported a position in Schwab Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • Bogart Wealth LLC's Schwab Municipal Bond ETF position peaked at $2.1K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.