GGS
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Galvin Gaustad & Stein’s Schwab Municipal Bond ETF SCMB Stock Holding History

Galvin Gaustad & Stein’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 		– Sell
-16,667
Closed -$430K – 270
2026
Q2 		$430K Hold
16,667
– – 0.03% 196
2026
Q1 		$425K Sell
16,667
-932
-5% -$24.1K 0.03% 184
2025
Q4 		$453K Sell
17,599
-29
-0.2% -$747 0.04% 171
2025
Q3 		$451K Hold
17,628
– – 0.04% 143
2025
Q2 		$444K Buy
17,628
+638
+4% +$16K 0.04% 140
2025
Q1 		$431K Sell
16,990
-800
-4% -$20.5K 0.04% 139
2024
Q4 		$457K Buy
17,790
+132
+0.7% +$3.42K 0.04% 138
2024
Q3 		$464K Buy
17,658
+100
+0.6% +$2.6K 0.04% 136
2024
Q2 		$451K Buy
17,558
+4,070
+30% +$105K 0.04% 133
2024
Q1 		$351K Buy
13,488
+44
+0.3% +$1.15K 0.03% 145
2023
Q4 		$354K Buy
+13,444
New +$340K 0.03% 142

Other funds holding SCMB

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Galvin Gaustad & Stein's SCMB Position: Q3 2026 in Review

Galvin Gaustad & Stein sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2026, closing a stake of 16,667 shares — an estimated $430K sold.

Galvin Gaustad & Stein first reported a position in SCMB in Q4 2023 and held it in 11 quarters. The position peaked at $464K in Q3 2024. 21 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Galvin Gaustad & Stein reported no remaining Schwab Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 16,667 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $430K.
  • Galvin Gaustad & Stein first reported a position in Schwab Municipal Bond ETF in Q4 2023 and held it in 11 quarters.
  • Galvin Gaustad & Stein's Schwab Municipal Bond ETF position peaked at $464K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.