LWA
SCMB icon

LifeGoal Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

LifeGoal Wealth 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 		$453K Buy
+18,732
New +$471K 0.14% 94
2025
Q1 		– Sell
-8,920
Closed -$229K – 66
2024
Q4 		$229K Buy
+8,920
New +$231K 0.25% 53

Other funds holding SCMB

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
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
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

LifeGoal Wealth Advisors's SCMB Position: Q3 2026 in Review

LifeGoal Wealth Advisors opened a new position in Schwab Municipal Bond ETF (SCMB) in Q3 2026: 18,732 shares worth $453K. The stake represents 0.14% of the portfolio and ranks #94 among its holdings. This is a return to the name: LifeGoal Wealth Advisors previously reported a position in SCMB as recently as Q4 2024.

LifeGoal Wealth Advisors first reported a position in SCMB in Q4 2024 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • LifeGoal Wealth Advisors held 18,732 shares of Schwab Municipal Bond ETF worth $453K as of Q3 2026.
  • Schwab Municipal Bond ETF was a new LifeGoal Wealth Advisors position in Q3 2026.
  • Schwab Municipal Bond ETF made up 0.14% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #94 holding.
  • LifeGoal Wealth Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.