Creative Planning’s Schwab Municipal Bond ETF SCMB Stock Holding History

Creative Planning’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	$1.86M	Sell	71,878 -676,960	-90%	-$17.4M	﹤0.01%	2146
2026 Q1	$19.1M	Buy	748,838 +706,273	+1,659%	+$18.3M	0.01%	465
2025 Q4	$1.1M	Sell	42,565 -19,835	-32%	-$511K	﹤0.01%	2205
2025 Q3	$1.6M	Buy	62,400 +27,753	+80%	+$699K	﹤0.01%	1722
2025 Q2	$872K	Sell	34,647 -903	-3%	-$22.6K	﹤0.01%	1973
2025 Q1	$902K	Buy	+35,550	New	+$912K	﹤0.01%	1791
2024 Q4	–	Sell	-38,134	Closed	-$1M	–	3668
2024 Q3	$1M	Buy	+38,134	New	+$992K	﹤0.01%	1509

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 Planning's SCMB Position: Q2 2026 in Review

Creative Planning reduced its Schwab Municipal Bond ETF (SCMB) stake by 90% in Q2 2026, selling an estimated $17.4M and leaving 71,878 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Creative Planning first reported a position in SCMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $19.1M in Q1 2026. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Creative Planning held 71,878 shares of Schwab Municipal Bond ETF worth $1.86M as of Q2 2026.
Creative Planning sold 676,960 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $17.4M.
Schwab Municipal Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2146 holding.
Creative Planning first reported a position in Schwab Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
Creative Planning's Schwab Municipal Bond ETF position peaked at $19.1M in Q1 2026.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.