JFG
SCMB icon

JDM Financial Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

JDM Financial Group’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
Q2 		$38.2K Hold
1,480
– – 0.01% 124
2026
Q1 		$37.7K Hold
1,480
– – 0.01% 116
2025
Q4 		$38.1K Buy
+1,480
New +$38.1K 0.01% 113

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

JDM Financial Group's SCMB Position: Q2 2026 in Review

JDM Financial Group held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 1,480 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #124.

JDM Financial Group first reported a position in SCMB in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • JDM Financial Group held 1,480 shares of Schwab Municipal Bond ETF worth $38.2K as of Q2 2026.
  • JDM Financial Group left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
  • Schwab Municipal Bond ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #124 holding.
  • JDM Financial Group first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.