Root Financial Partners
SCMB icon

Root Financial Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

Root Financial Partners’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 		$44.9K Buy
+1,858
New +$46.7K ﹤0.01% 1141
2026
Q2 		– Sell
-4,354
Closed -$111K – 2664
2026
Q1 		$111K Buy
4,354
+1,285
+42% +$33.2K 0.01% 528
2025
Q4 		$79.1K Buy
3,069
+1,989
+184% +$51.3K ﹤0.01% 546
2025
Q3 		$27.7K Sell
1,080
-21,592
-95% -$544K ﹤0.01% 937
2025
Q2 		$571K Hold
22,672
– – 0.06% 114
2025
Q1 		$575K Buy
22,672
+7,833
+53% +$201K 0.06% 99
2024
Q4 		$381K Buy
+14,839
New +$384K 0.05% 132

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Pallas Capital Advisors
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Crestwood Advisors Group
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GeoWealth Management
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's SCMB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Schwab Municipal Bond ETF (SCMB) in Q3 2026: 1,858 shares worth $44.9K. The stake represents ﹤0.01% of the portfolio and ranks #1141 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCMB as recently as Q1 2026.

Root Financial Partners first reported a position in SCMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $575K in Q1 2025. 193 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Root Financial Partners held 1,858 shares of Schwab Municipal Bond ETF worth $44.9K as of Q3 2026.
  • Schwab Municipal Bond ETF was a new Root Financial Partners position in Q3 2026.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1141 holding.
  • Root Financial Partners first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Schwab Municipal Bond ETF position peaked at $575K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.