Creative Planning
SCMB icon

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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

Creative Planning's SCMB Position: Q1 2026 in Review

Creative Planning increased its Schwab Municipal Bond ETF (SCMB) stake by 1,659% in Q1 2026, buying an estimated $18.3M and bringing the position to 748,838 shares worth $19.1M. The position accounts for 0.01% of the portfolio, ranked #465.

Creative Planning first reported a position in SCMB in Q3 2024 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Creative Planning held 748,838 shares of Schwab Municipal Bond ETF worth $19.1M as of Q1 2026.
  • Creative Planning bought 706,273 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $18.3M.
  • Schwab Municipal Bond ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #465 holding.
  • Creative Planning first reported a position in Schwab Municipal Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • 167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.