Carson Wealth (CWM LLC)
SCMB icon

Carson Wealth (CWM LLC)’s Schwab Municipal Bond ETF SCMB Stock Holding History

Carson Wealth (CWM 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
Q1 		$71.5K Buy
2,807
+608
+28% +$15.7K ﹤0.01% 3533
2025
Q4 		$57K Sell
2,199
-24
-1% -$618 ﹤0.01% 3504
2025
Q3 		$57K Buy
+2,223
New +$56K ﹤0.01% 3427

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCMB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Schwab Municipal Bond ETF (SCMB) stake by 28% in Q1 2026, buying an estimated $15.7K and bringing the position to 2,807 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3533.

Carson Wealth (CWM LLC) first reported a position in SCMB in Q3 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,807 shares of Schwab Municipal Bond ETF worth $71.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 608 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $15.7K.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3533 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.