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CoreCap Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

CoreCap Advisors’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 		$414K Buy
17,122
+21
+0.1% +$528 0.01% 599
2026
Q2 		$442K Buy
+17,101
New +$439K 0.01% 582

Other funds holding SCMB

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
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
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CoreCap Advisors's SCMB Position: Q3 2026 in Review

CoreCap Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 0.12% in Q3 2026, buying an estimated $528 and bringing the position to 17,122 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #599.

CoreCap Advisors first reported a position in SCMB in Q2 2026 and has held it in 2 quarters since. The position peaked at $442K in Q2 2026. 22 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • CoreCap Advisors held 17,122 shares of Schwab Municipal Bond ETF worth $414K as of Q3 2026.
  • CoreCap Advisors bought 21 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $528.
  • Schwab Municipal Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #599 holding.
  • CoreCap Advisors first reported a position in Schwab Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • CoreCap Advisors's Schwab Municipal Bond ETF position peaked at $442K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.