CAP Partners LLC’s Schwab Municipal Bond ETF SCMB Stock Holding History

CAP Partners 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
2026 Q3	$707K	Buy	29,253 +3,018	+12%	+$75.9K	0.32%	71
2026 Q2	$677K	Buy	26,235 +3,468	+15%	+$89K	0.33%	72
2026 Q1	$580K	Buy	22,767 +3,186	+16%	+$82.3K	0.33%	72
2025 Q4	$504K	Buy	19,581 +3,280	+20%	+$84.5K	0.29%	76
2025 Q3	$417K	Buy	16,301 +1,747	+12%	+$44K	0.24%	89
2025 Q2	$366K	Buy	14,554 +1,101	+8%	+$27.6K	0.23%	93
2025 Q1	$341K	Buy	13,453 +1,965	+17%	+$50.4K	0.25%	94
2024 Q4	$295K	Buy	11,488 +1,560	+16%	+$40.4K	0.21%	101
2024 Q3	$261K	Buy	9,928 +18	+0.2%	+$468	0.19%	110
2024 Q2	$255K	Buy	+9,910	New	+$255K	0.21%	106

Other funds holding SCMB

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CAP Partners LLC's SCMB Position: Q3 2026 in Review

CAP Partners LLC increased its Schwab Municipal Bond ETF (SCMB) stake by 12% in Q3 2026, buying an estimated $75.9K and bringing the position to 29,253 shares worth $707K. The position accounts for 0.32% of the portfolio, ranked #71.

CAP Partners LLC first reported a position in SCMB in Q2 2024 and has held it in 10 quarters since. 40 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

CAP Partners LLC held 29,253 shares of Schwab Municipal Bond ETF worth $707K as of Q3 2026.
CAP Partners LLC bought 3,018 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $75.9K.
Schwab Municipal Bond ETF made up 0.32% of CAP Partners LLC's portfolio in Q3 2026, its #71 holding.
CAP Partners LLC first reported a position in Schwab Municipal Bond ETF in Q2 2024 and has held it in 10 quarters since.
40 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.