Mission Wealth Management
SCMB icon

Mission Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Mission Wealth Management’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 		– Sell
-7,775
Closed -$201K – 1018
2026
Q2 		$201K Sell
7,775
-969
-11% -$24.9K ﹤0.01% 1031
2026
Q1 		$223K Buy
+8,744
New +$226K ﹤0.01% 681

Other funds holding SCMB

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
MYeCFO
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
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mission Wealth Management's SCMB Position: Q3 2026 in Review

Mission Wealth Management sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2026, closing a stake of 7,775 shares — an estimated $201K sold.

Mission Wealth Management first reported a position in SCMB in Q1 2026 and held it in 2 quarters. The position peaked at $223K in Q1 2026. 40 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Mission Wealth Management reported no remaining Schwab Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Mission Wealth Management sold 7,775 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $201K.
  • Mission Wealth Management first reported a position in Schwab Municipal Bond ETF in Q1 2026 and held it in 2 quarters.
  • Mission Wealth Management's Schwab Municipal Bond ETF position peaked at $223K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.