MYeCFO
SCMB icon

MYeCFO’s Schwab Municipal Bond ETF SCMB Stock Holding History

MYeCFO’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 		$4.52M Buy
186,910
+19,680
+12% +$495K 1.7% 13
2026
Q2 		$4.32M Sell
167,230
-8,950
-5% -$230K 1.63% 12
2026
Q1 		$4.49M Buy
176,180
+3,740
+2% +$96.7K 1.88% 11
2025
Q4 		$4.44M Buy
172,440
+22,740
+15% +$586K 1.89% 12
2025
Q3 		$3.83M Buy
149,700
+4,540
+3% +$114K 1.74% 11
2025
Q2 		$3.66M Buy
145,160
+12,400
+9% +$311K 1.79% 11
2025
Q1 		$3.36M Buy
132,760
+7,472
+6% +$192K 1.78% 11
2024
Q4 		$3.23M Buy
125,288
+730
+0.6% +$18.9K 1.74% 12
2024
Q3 		$3.28M Buy
124,558
+7,518
+6% +$196K 1.78% 13
2024
Q2 		$3.01M Sell
117,040
-55,960
-32% -$1.44M 1.73% 13
2024
Q1 		$4.5M Sell
173,000
-10,560
-6% -$276K 2.64% 8
2023
Q4 		$4.82M Buy
183,560
+13,440
+8% +$339K 3.04% 8
2023
Q3 		$4.22M Buy
170,120
+33,760
+25% +$862K 2.92% 8
2023
Q2 		$3.53M Buy
136,360
+12,490
+10% +$324K 2.57% 10
2023
Q1 		$3.24M Buy
123,870
+80,890
+188% +$2.1M 2.43% 12
2022
Q4 		$1.1M Buy
+42,980
New +$1.09M 0.91% 21

Other funds holding SCMB

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

MYeCFO's SCMB Position: Q3 2026 in Review

MYeCFO increased its Schwab Municipal Bond ETF (SCMB) stake by 12% in Q3 2026, buying an estimated $495K and bringing the position to 186,910 shares worth $4.52M. The position accounts for 1.7% of the portfolio, ranked #13.

MYeCFO first reported a position in SCMB in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.82M in Q4 2023. 88 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • MYeCFO held 186,910 shares of Schwab Municipal Bond ETF worth $4.52M as of Q3 2026.
  • MYeCFO bought 19,680 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $495K.
  • Schwab Municipal Bond ETF made up 1.7% of MYeCFO's portfolio in Q3 2026, its #13 holding.
  • MYeCFO first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • MYeCFO's Schwab Municipal Bond ETF position peaked at $4.82M in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.