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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
Q2 		$3.06M Buy
118,406
+61,115
+107% +$1.57M 1.05% 21
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 $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Shared Vision Wealth Group's SCMB Position: Q2 2026 in Review

Shared Vision Wealth Group increased its Schwab Municipal Bond ETF (SCMB) stake by 107% in Q2 2026, buying an estimated $1.57M and bringing the position to 118,406 shares worth $3.06M. The position accounts for 1.05% of the portfolio, ranked #21.

Shared Vision Wealth Group first reported a position in SCMB in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Shared Vision Wealth Group held 118,406 shares of Schwab Municipal Bond ETF worth $3.06M as of Q2 2026.
  • Shared Vision Wealth Group bought 61,115 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $1.57M.
  • Schwab Municipal Bond ETF made up 1.05% of Shared Vision Wealth Group's portfolio in Q2 2026, its #21 holding.
  • Shared Vision Wealth Group first reported a position in Schwab Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.