Trust Company
SCMB icon

Trust Company’s Schwab Municipal Bond ETF SCMB Stock Holding History

Trust Company’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 		$58K Buy
2,403
+871
+57% +$21.9K 0.01% 294
2026
Q2 		$39.5K Sell
1,532
-360
-19% -$9.24K ﹤0.01% 311
2026
Q1 		$48.2K Buy
1,892
+1,211
+178% +$31.3K ﹤0.01% 304
2025
Q4 		$17.5K Buy
+681
New +$17.6K ﹤0.01% 387

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Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Trust Company's SCMB Position: Q3 2026 in Review

Trust Company increased its Schwab Municipal Bond ETF (SCMB) stake by 57% in Q3 2026, buying an estimated $21.9K and bringing the position to 2,403 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #294.

Trust Company first reported a position in SCMB in Q4 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Trust Company held 2,403 shares of Schwab Municipal Bond ETF worth $58K as of Q3 2026.
  • Trust Company bought 871 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $21.9K.
  • Schwab Municipal Bond ETF made up 0.01% of Trust Company's portfolio in Q3 2026, its #294 holding.
  • Trust Company first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.