IFP Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

IFP Advisors’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	$806K	Sell	33,357 -6,689	-17%	-$168K	0.01%	868
2026 Q2	$1.03M	Sell	40,046 -13,383	-25%	-$343K	0.02%	727
2026 Q1	$1.36M	Buy	53,429 +9,826	+23%	+$254K	0.03%	577
2025 Q4	$1.12M	Buy	43,603 +30,798	+241%	+$794K	0.03%	607
2025 Q3	$328K	Buy	12,805 +9,515	+289%	+$240K	0.01%	1047
2025 Q2	$82.8K	Hold	3,290	–	–	﹤0.01%	1756
2025 Q1	$83.5K	Hold	3,290	–	–	﹤0.01%	1626
2024 Q4	$84.5K	Hold	3,290	–	–	﹤0.01%	1556
2024 Q3	$86.4K	Buy	+3,290	New	+$85.6K	﹤0.01%	1473
2023 Q4	–	Sell	-1,000	Closed	-$24.8K	–	3294
2023 Q3	$24.8K	Buy	+1,000	New	+$25.5K	﹤0.01%	1833
2023 Q2	–	Sell	-8,560	Closed	-$214K	–	3558
2023 Q1	$214K	Buy	8,560 +1,540	+22%	+$40K	0.01%	923
2022 Q4	$176K	Buy	+7,020	New	+$178K	﹤0.01%	1419

Other funds holding SCMB

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

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 Austin, Texas $317M AUM 11.87% 1-Year Est. Return

IFP Advisors's SCMB Position: Q3 2026 in Review

IFP Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 17% in Q3 2026, selling an estimated $168K and leaving 33,357 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #868.

IFP Advisors first reported a position in SCMB in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.36M in Q1 2026. 55 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

IFP Advisors held 33,357 shares of Schwab Municipal Bond ETF worth $806K as of Q3 2026.
IFP Advisors sold 6,689 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $168K.
Schwab Municipal Bond ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #868 holding.
IFP Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 12 quarters since.
IFP Advisors's Schwab Municipal Bond ETF position peaked at $1.36M in Q1 2026.
55 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.