Next Level Wealth Planning’s Schwab Municipal Bond ETF SCMB Stock Holding History

Next Level Wealth Planning’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	$95.6K	Buy	+3,957	New	+$99.5K	0.04%	120

Other funds holding SCMB

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Next Level Wealth Planning's SCMB Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Schwab Municipal Bond ETF (SCMB) in Q3 2026: 3,957 shares worth $95.6K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings.

118 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

Next Level Wealth Planning held 3,957 shares of Schwab Municipal Bond ETF worth $95.6K as of Q3 2026.
Schwab Municipal Bond ETF was a new Next Level Wealth Planning position in Q3 2026.
Schwab Municipal Bond ETF made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #120 holding.
118 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.