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Shared Vision Wealth Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

Shared Vision Wealth Group’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 		$1.46M Buy
57,291
+25,291
+79% +$654K 0.6% 32
2025
Q4 		$828K Hold
32,000
– – 0.34% 46
2025
Q3 		$829K Buy
+32,000
New +$806K 0.35% 46

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shared Vision Wealth Group's SCMB Position: Q1 2026 in Review

Shared Vision Wealth Group increased its Schwab Municipal Bond ETF (SCMB) stake by 79% in Q1 2026, buying an estimated $654K and bringing the position to 57,291 shares worth $1.46M. The position accounts for 0.6% of the portfolio, ranked #32.

Shared Vision Wealth Group first reported a position in SCMB in Q3 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Shared Vision Wealth Group held 57,291 shares of Schwab Municipal Bond ETF worth $1.46M as of Q1 2026.
  • Shared Vision Wealth Group bought 25,291 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $654K.
  • Schwab Municipal Bond ETF made up 0.6% of Shared Vision Wealth Group's portfolio in Q1 2026, its #32 holding.
  • Shared Vision Wealth Group first reported a position in Schwab Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.