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OneDigital Investment Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

OneDigital Investment 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
Q2 		– Sell
-9,825
Closed -$250K – 1638
2026
Q1 		$250K Hold
9,825
– – ﹤0.01% 1277
2025
Q4 		$253K Buy
+9,825
New +$253K ﹤0.01% 1311

Other funds holding SCMB

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

OneDigital Investment Advisors's SCMB Position: Q2 2026 in Review

OneDigital Investment Advisors sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2026, closing a stake of 9,825 shares — an estimated $250K sold.

OneDigital Investment Advisors first reported a position in SCMB in Q4 2025 and held it in 2 quarters. The position peaked at $253K in Q4 2025. 143 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • OneDigital Investment Advisors reported no remaining Schwab Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 9,825 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $250K.
  • OneDigital Investment Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • OneDigital Investment Advisors's Schwab Municipal Bond ETF position peaked at $253K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.