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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
Q2 		$1.73K Buy
+67
New +$1.72K ﹤0.01% 1746

Other funds holding SCMB

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

True Wealth Design's SCMB Position: Q2 2026 in Review

True Wealth Design opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 67 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #1746 among its holdings.

36 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • True Wealth Design held 67 shares of Schwab Municipal Bond ETF worth $1.73K as of Q2 2026.
  • Schwab Municipal Bond ETF was a new True Wealth Design position in Q2 2026.
  • Schwab Municipal Bond ETF made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1746 holding.
  • 36 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.