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True Wealth Design’s Schwab Municipal Bond ETF SCMB Stock Holding History

True Wealth Design’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 		– Sell
-67
Closed -$1.73K – 2756
2026
Q2 		$1.73K Buy
+67
New +$1.72K ﹤0.01% 1746

Other funds holding SCMB

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

True Wealth Design's SCMB Position: Q3 2026 in Review

True Wealth Design sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2026, closing a stake of 67 shares — an estimated $1.73K sold.

True Wealth Design first reported a position in SCMB in Q2 2026 and held it in 1 quarter. The position peaked at $1.73K in Q2 2026. 22 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • True Wealth Design reported no remaining Schwab Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 67 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $1.73K.
  • True Wealth Design first reported a position in Schwab Municipal Bond ETF in Q2 2026 and held it in 1 quarter.
  • True Wealth Design's Schwab Municipal Bond ETF position peaked at $1.73K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.