Daymark Wealth Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

Daymark Wealth Partners’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	$490K	Buy	+20,283	New	+$510K	0.01%	526

Other funds holding SCMB

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Daymark Wealth Partners's SCMB Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in Schwab Municipal Bond ETF (SCMB) in Q3 2026: 20,283 shares worth $490K. The stake represents 0.01% of the portfolio and ranks #526 among its holdings.

171 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

Daymark Wealth Partners held 20,283 shares of Schwab Municipal Bond ETF worth $490K as of Q3 2026.
Schwab Municipal Bond ETF was a new Daymark Wealth Partners position in Q3 2026.
Schwab Municipal Bond ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #526 holding.
171 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.