Compass Financial Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Compass Financial Management’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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 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

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Compass Financial Management's SCMB Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Schwab Municipal Bond ETF made up 0.05% of Compass Financial Management's portfolio in Q2 2026, its #304 holding.
183 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.