Resonant Capital Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Resonant Capital 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	$216K	Hold	8,349	–	–	0.01%	494
2026 Q1	$213K	Hold	8,349	–	–	0.01%	473
2025 Q4	$215K	Hold	8,349	–	–	0.01%	414
2025 Q3	$214K	Sell	8,349 -32,697	-80%	-$824K	0.01%	407
2025 Q2	$1.03M	Buy	41,046 +4,839	+13%	+$121K	0.07%	156
2025 Q1	$919K	Buy	36,207 +3,510	+11%	+$90K	0.06%	154
2024 Q4	$840K	Buy	+32,697	New	+$847K	0.06%	159

Other funds holding SCMB

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

CST

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

SVWG

Shared Vision Wealth Group Carlsbad, United States $291M AUM 22.01% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Resonant Capital Advisors's SCMB Position: Q2 2026 in Review

Resonant Capital Advisors held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 8,349 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #494.

Resonant Capital Advisors first reported a position in SCMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q2 2025. 87 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Resonant Capital Advisors held 8,349 shares of Schwab Municipal Bond ETF worth $216K as of Q2 2026.
Resonant Capital Advisors left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
Schwab Municipal Bond ETF made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #494 holding.
Resonant Capital Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Resonant Capital Advisors's Schwab Municipal Bond ETF position peaked at $1.03M in Q2 2025.
87 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.