Buck Wealth Strategies’s Schwab Municipal Bond ETF SCMB Stock Holding History

Buck Wealth Strategies’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	$49.1K	Buy	+1,900	New	+$48.7K	0.01%	348

Other funds holding SCMB

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Buck Wealth Strategies's SCMB Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 1,900 shares worth $49.1K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings.

116 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Buck Wealth Strategies held 1,900 shares of Schwab Municipal Bond ETF worth $49.1K as of Q2 2026.
Schwab Municipal Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
Schwab Municipal Bond ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #348 holding.
116 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.