CFML
SCMB icon

COMPASS FINANCIAL MANAGEMENT LLC’s Schwab Municipal Bond ETF SCMB Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$390K Buy
+15,115
New +$388K 0.05% 304

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
CA
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

COMPASS FINANCIAL MANAGEMENT LLC's SCMB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 15,115 shares worth $390K. The stake represents 0.05% of the portfolio and ranks #304 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 15,115 shares of Schwab Municipal Bond ETF worth $390K as of Q2 2026.
  • Schwab Municipal Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Schwab Municipal Bond ETF made up 0.05% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #304 holding.
  • 143 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.