Creative Financial Designs’s Schwab Municipal Bond ETF SCMB Stock Holding History

Creative Financial Designs’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	$1.57M	Hold	60,614	–	–	0.07%	219
2026 Q1	$1.54M	Buy	60,614 +1,817	+3%	+$47K	0.09%	178
2025 Q4	$1.51M	Sell	58,797 -2,534	-4%	-$65.3K	0.1%	180
2025 Q3	$1.57M	Buy	61,331 +7,362	+14%	+$186K	0.11%	168
2025 Q2	$1.36M	Sell	53,969 -3,523	-6%	-$88.3K	0.1%	178
2025 Q1	$1.46M	Buy	57,492 +25,617	+80%	+$657K	0.12%	146
2024 Q4	$819K	Buy	31,875 +11,415	+56%	+$296K	0.07%	217
2024 Q3	$537K	Buy	20,460 +4,438	+28%	+$115K	0.05%	277
2024 Q2	$412K	Hold	16,022	–	–	0.04%	303
2024 Q1	$417K	Buy	16,022 +4,528	+39%	+$118K	0.04%	290
2023 Q4	$302K	Buy	11,494 +6,234	+119%	+$157K	0.03%	307
2023 Q3	$130K	Buy	5,260 +2,000	+61%	+$51K	0.02%	446
2023 Q2	$84.5K	Buy	3,260 +1,900	+140%	+$49.3K	0.01%	523
2023 Q1	$35.6K	Buy	+1,360	New	+$35.3K	﹤0.01%	669

Other funds holding SCMB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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

Creative Financial Designs's SCMB Position: Q2 2026 in Review

Creative Financial Designs held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 60,614 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #219.

Creative Financial Designs first reported a position in SCMB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.57M in Q3 2025. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Creative Financial Designs held 60,614 shares of Schwab Municipal Bond ETF worth $1.57M as of Q2 2026.
Creative Financial Designs left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
Schwab Municipal Bond ETF made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #219 holding.
Creative Financial Designs first reported a position in Schwab Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
Creative Financial Designs's Schwab Municipal Bond ETF position peaked at $1.57M in Q3 2025.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.