Golden Bell Financial Planning’s Schwab Municipal Bond ETF SCMB Stock Holding History

Golden Bell Financial Planning’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 Q1	$458K	Buy	17,968 +806	+5%	+$20.8K	0.37%	26
2025 Q4	$442K	Buy	17,162 +1,649	+11%	+$42.5K	0.37%	27
2025 Q3	$397K	Buy	15,513 +58	+0.4%	+$1.46K	0.35%	27
2025 Q2	$389K	Buy	15,455 +1,694	+12%	+$42.4K	0.37%	27
2025 Q1	$349K	Buy	13,761 +207	+2%	+$5.31K	0.34%	27
2024 Q4	$348K	Buy	+13,554	New	+$351K	0.35%	26

Other funds holding SCMB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Golden Bell Financial Planning's SCMB Position: Q1 2026 in Review

Golden Bell Financial Planning increased its Schwab Municipal Bond ETF (SCMB) stake by 4.7% in Q1 2026, buying an estimated $20.8K and bringing the position to 17,968 shares worth $458K. The position accounts for 0.37% of the portfolio, ranked #26.

Golden Bell Financial Planning first reported a position in SCMB in Q4 2024 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

Golden Bell Financial Planning held 17,968 shares of Schwab Municipal Bond ETF worth $458K as of Q1 2026.
Golden Bell Financial Planning bought 806 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $20.8K.
Schwab Municipal Bond ETF made up 0.37% of Golden Bell Financial Planning's portfolio in Q1 2026, its #26 holding.
Golden Bell Financial Planning first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.