Investment Planning Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Investment Planning 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 Q1	$2.32M	Buy	90,923 +8,592	+10%	+$222K	0.64%	23
2025 Q4	$2.12M	Buy	82,331 +13,515	+20%	+$348K	0.62%	23
2025 Q3	$1.76M	Buy	68,816 +6,777	+11%	+$171K	0.55%	22
2025 Q2	$1.56M	Buy	62,039 +6,572	+12%	+$165K	0.55%	19
2025 Q1	$1.41M	Buy	+55,467	New	+$1.42M	0.57%	25

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

Investment Planning Advisors's SCMB Position: Q1 2026 in Review

Investment Planning Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 10% in Q1 2026, buying an estimated $222K and bringing the position to 90,923 shares worth $2.32M. The position accounts for 0.64% of the portfolio, ranked #23.

Investment Planning Advisors first reported a position in SCMB in Q1 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

Investment Planning Advisors held 90,923 shares of Schwab Municipal Bond ETF worth $2.32M as of Q1 2026.
Investment Planning Advisors bought 8,592 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $222K.
Schwab Municipal Bond ETF made up 0.64% of Investment Planning Advisors's portfolio in Q1 2026, its #23 holding.
Investment Planning Advisors first reported a position in Schwab Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.