CreativeOne Wealth’s Schwab Municipal Bond ETF SCMB Stock Holding History

CreativeOne Wealth’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	$561K	Buy	21,716 +2,998	+16%	+$76.9K	0.01%	759
2026 Q1	$477K	Buy	18,718 +2,039	+12%	+$52.7K	0.01%	823
2025 Q4	$430K	Buy	16,679 +193	+1%	+$4.97K	0.01%	838
2025 Q3	$422K	Buy	16,486 +149	+0.9%	+$3.75K	0.01%	827
2025 Q2	$411K	Buy	16,337 +4,086	+33%	+$102K	0.01%	802
2025 Q1	$311K	Buy	12,251 +4,035	+49%	+$103K	0.01%	856
2024 Q4	$211K	Buy	+8,216	New	+$213K	0.01%	1004

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

CreativeOne Wealth's SCMB Position: Q2 2026 in Review

CreativeOne Wealth increased its Schwab Municipal Bond ETF (SCMB) stake by 16% in Q2 2026, buying an estimated $76.9K and bringing the position to 21,716 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #759.

CreativeOne Wealth first reported a position in SCMB in Q4 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

CreativeOne Wealth held 21,716 shares of Schwab Municipal Bond ETF worth $561K as of Q2 2026.
CreativeOne Wealth bought 2,998 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $76.9K.
Schwab Municipal Bond ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #759 holding.
CreativeOne Wealth first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.