Values Added Financial
SCMB icon

Values Added Financial’s Schwab Municipal Bond ETF SCMB Stock Holding History

Values Added Financial’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 		$4.18M Buy
173,170
+161,621
+1,399% +$4.06M 1.48% 20
2026
Q2 		$298K Buy
+11,549
New +$296K 0.11% 110
2026
Q1 		– Sell
-49,293
Closed -$1.27M – 143
2025
Q4 		$1.27M Buy
+49,293
New +$1.27M 0.54% 41

Other funds holding SCMB

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
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
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Values Added Financial's SCMB Position: Q3 2026 in Review

Values Added Financial increased its Schwab Municipal Bond ETF (SCMB) stake by 1,399% in Q3 2026, buying an estimated $4.06M and bringing the position to 173,170 shares worth $4.18M. The position accounts for 1.48% of the portfolio, ranked #20.

Values Added Financial first reported a position in SCMB in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Values Added Financial held 173,170 shares of Schwab Municipal Bond ETF worth $4.18M as of Q3 2026.
  • Values Added Financial bought 161,621 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $4.06M.
  • Schwab Municipal Bond ETF made up 1.48% of Values Added Financial's portfolio in Q3 2026, its #20 holding.
  • Values Added Financial first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.