OneDigital Investment Advisors
SCMB icon

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

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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. 195 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.
  • 195 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.