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

Larson 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	$159K	Buy	6,161 +711	+13%	+$18.2K	﹤0.01%	944
2026 Q1	$139K	Buy	5,450 +215	+4%	+$5.56K	﹤0.01%	851
2025 Q4	$135K	Buy	5,235 +4,241	+427%	+$109K	﹤0.01%	823
2025 Q3	$25.4K	Sell	994 -2,815	-74%	-$70.9K	﹤0.01%	1506
2025 Q2	$95.9K	Buy	3,809 +2,801	+278%	+$70.2K	﹤0.01%	861
2025 Q1	$25.6K	Buy	1,008 +2	+0.2%	+$51	﹤0.01%	1271
2024 Q4	$25.8K	Buy	1,006 +4	+0.4%	+$104	﹤0.01%	1127
2024 Q3	$26.3K	Buy	+1,002	New	+$26.1K	﹤0.01%	1108

Other funds holding SCMB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

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

Larson Financial Group increased its Schwab Municipal Bond ETF (SCMB) stake by 13% in Q2 2026, buying an estimated $18.2K and bringing the position to 6,161 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Larson Financial Group first reported a position in SCMB in Q3 2024 and has held it in 8 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Larson Financial Group held 6,161 shares of Schwab Municipal Bond ETF worth $159K as of Q2 2026.
Larson Financial Group bought 711 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $18.2K.
Schwab Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #944 holding.
Larson Financial Group first reported a position in Schwab Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.