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Matthew Hamilton Rosenberg’s Schwab Municipal Bond ETF SCMB Stock Holding History

Matthew Hamilton Rosenberg’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 		$3.8M Buy
157,341
+146,328
+1,329% +$3.68M 0.68% 23
2026
Q2 		$284K Buy
+11,013
New +$283K 0.05% 174

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
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 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
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Matthew Hamilton Rosenberg's SCMB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Schwab Municipal Bond ETF (SCMB) stake by 1,329% in Q3 2026, buying an estimated $3.68M and bringing the position to 157,341 shares worth $3.8M. The position accounts for 0.68% of the portfolio, ranked #23.

Matthew Hamilton Rosenberg first reported a position in SCMB in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Matthew Hamilton Rosenberg held 157,341 shares of Schwab Municipal Bond ETF worth $3.8M as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 146,328 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $3.68M.
  • Schwab Municipal Bond ETF made up 0.68% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #23 holding.
  • Matthew Hamilton Rosenberg first reported a position in Schwab Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.