Strive Financial Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

Strive Financial 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 Q3	$10.3K	Buy	+427	New	+$10.7K	﹤0.01%	670

Other funds holding SCMB

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Fort Point Capital Partners San Francisco, California $1.43B AUM 12.63% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Strive Financial Group's SCMB Position: Q3 2026 in Review

Strive Financial Group opened a new position in Schwab Municipal Bond ETF (SCMB) in Q3 2026: 427 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings.

193 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

Strive Financial Group held 427 shares of Schwab Municipal Bond ETF worth $10.3K as of Q3 2026.
Schwab Municipal Bond ETF was a new Strive Financial Group position in Q3 2026.
Schwab Municipal Bond ETF made up ﹤0.01% of Strive Financial Group's portfolio in Q3 2026, its #670 holding.
193 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Strive Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.