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Friedenthal Financial’s Schwab Municipal Bond ETF SCMB Stock Holding History

Friedenthal Financial’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 		$35.3K Sell
1,366
-3,838
-74% -$98.5K 0.02% 159
2026
Q1 		$133K Buy
+5,204
New +$135K 0.07% 126

Other funds holding SCMB

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Friedenthal Financial's SCMB Position: Q2 2026 in Review

Friedenthal Financial reduced its Schwab Municipal Bond ETF (SCMB) stake by 74% in Q2 2026, selling an estimated $98.5K and leaving 1,366 shares worth $35.3K. The position accounts for 0.02% of the portfolio, ranked #159.

Friedenthal Financial first reported a position in SCMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $133K in Q1 2026. 32 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Friedenthal Financial held 1,366 shares of Schwab Municipal Bond ETF worth $35.3K as of Q2 2026.
  • Friedenthal Financial sold 3,838 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $98.5K.
  • Schwab Municipal Bond ETF made up 0.02% of Friedenthal Financial's portfolio in Q2 2026, its #159 holding.
  • Friedenthal Financial first reported a position in Schwab Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Friedenthal Financial's Schwab Municipal Bond ETF position peaked at $133K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.