TSA Wealth Management
SCMB icon

TSA Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

TSA Wealth Management’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 		$840K Sell
34,766
-27,364
-44% -$688K 0.24% 55
2026
Q2 		$1.6M Sell
62,130
-3,157
-5% -$81K 0.45% 39
2026
Q1 		$1.66M Buy
65,287
+6,687
+11% +$173K 0.54% 35
2025
Q4 		$1.51M Buy
58,600
+3,856
+7% +$99.4K 0.5% 36
2025
Q3 		$1.4M Buy
54,744
+1,997
+4% +$50.3K 0.48% 36
2025
Q2 		$1.33M Buy
52,747
+24,342
+86% +$610K 0.49% 33
2025
Q1 		$721K Sell
28,405
-135
-0.5% -$3.46K 0.29% 41
2024
Q4 		$733K Buy
28,540
+2
+0% +$52 0.3% 38
2024
Q3 		$750K Buy
28,538
+14,732
+107% +$383K 0.3% 36
2024
Q2 		$355K Buy
+13,806
New +$355K 0.15% 50

Other funds holding SCMB

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 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

TSA Wealth Management's SCMB Position: Q3 2026 in Review

TSA Wealth Management reduced its Schwab Municipal Bond ETF (SCMB) stake by 44% in Q3 2026, selling an estimated $688K and leaving 34,766 shares worth $840K. The position accounts for 0.24% of the portfolio, ranked #55.

TSA Wealth Management first reported a position in SCMB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.66M in Q1 2026. 164 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • TSA Wealth Management held 34,766 shares of Schwab Municipal Bond ETF worth $840K as of Q3 2026.
  • TSA Wealth Management sold 27,364 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $688K.
  • Schwab Municipal Bond ETF made up 0.24% of TSA Wealth Management's portfolio in Q3 2026, its #55 holding.
  • TSA Wealth Management first reported a position in Schwab Municipal Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • TSA Wealth Management's Schwab Municipal Bond ETF position peaked at $1.66M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.