Hoxton Planning & Management
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Hoxton Planning & Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Hoxton Planning & 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 		$578K Buy
23,933
+1,360
+6% +$34.2K 0.15% 105
2026
Q2 		$583K Buy
22,573
+9,962
+79% +$256K 0.15% 113
2026
Q1 		$321K Buy
12,611
+3,577
+40% +$92.5K 0.1% 154
2025
Q4 		$233K Buy
+9,034
New +$233K 0.07% 193

Other funds holding SCMB

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
MYeCFO
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
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Hoxton Planning & Management's SCMB Position: Q3 2026 in Review

Hoxton Planning & Management increased its Schwab Municipal Bond ETF (SCMB) stake by 6% in Q3 2026, buying an estimated $34.2K and bringing the position to 23,933 shares worth $578K. The position accounts for 0.15% of the portfolio, ranked #105.

Hoxton Planning & Management first reported a position in SCMB in Q4 2025 and has held it in 4 quarters since. The position peaked at $583K in Q2 2026. 40 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Hoxton Planning & Management held 23,933 shares of Schwab Municipal Bond ETF worth $578K as of Q3 2026.
  • Hoxton Planning & Management bought 1,360 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $34.2K.
  • Schwab Municipal Bond ETF made up 0.15% of Hoxton Planning & Management's portfolio in Q3 2026, its #105 holding.
  • Hoxton Planning & Management first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Hoxton Planning & Management's Schwab Municipal Bond ETF position peaked at $583K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.