Red Tortoise LLC’s Schwab Municipal Bond ETF SCMB Stock Holding History

Red Tortoise LLC’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 Q1	–	Sell	-385	Closed	-$9.91K	–	612
2025 Q4	$9.91K	Buy	385 +5	+1%	+$129	﹤0.01%	286
2025 Q3	$9.74K	Buy	380 +3	+0.8%	+$76	﹤0.01%	282
2025 Q2	$9.49K	Sell	377 -35	-8%	-$877	﹤0.01%	277
2025 Q1	$10.5K	Buy	412 +2	+0.5%	+$51	0.01%	234
2024 Q4	$10.5K	Buy	410 +4	+1%	+$104	0.01%	241
2024 Q3	$10.6K	Buy	406 +4	+1%	+$104	0.01%	235
2024 Q2	$10.3K	Buy	+402	New	+$10.3K	0.01%	230

Other funds holding SCMB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Red Tortoise LLC's SCMB Position: Q1 2026 in Review

Red Tortoise LLC sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2026, closing a stake of 385 shares — an estimated $9.91K sold.

Red Tortoise LLC first reported a position in SCMB in Q2 2024 and held it in 7 quarters. The position peaked at $10.6K in Q3 2024. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

Red Tortoise LLC reported no remaining Schwab Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Red Tortoise LLC sold 385 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $9.91K.
Red Tortoise LLC first reported a position in Schwab Municipal Bond ETF in Q2 2024 and held it in 7 quarters.
Red Tortoise LLC's Schwab Municipal Bond ETF position peaked at $10.6K in Q3 2024.
167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.