GeoWealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

GeoWealth Management’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	$12.2M	Buy	+504,806	New	+$12.7M	0.41%	38

Other funds holding SCMB

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

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

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return

GeoWealth Management's SCMB Position: Q3 2026 in Review

GeoWealth Management opened a new position in Schwab Municipal Bond ETF (SCMB) in Q3 2026: 504,806 shares worth $12.2M. The stake represents 0.41% of the portfolio and ranks #38 among its holdings.

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

GeoWealth Management held 504,806 shares of Schwab Municipal Bond ETF worth $12.2M as of Q3 2026.
Schwab Municipal Bond ETF was a new GeoWealth Management position in Q3 2026.
Schwab Municipal Bond ETF made up 0.41% of GeoWealth Management's portfolio in Q3 2026, its #38 holding.
164 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.