VAF
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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
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

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
CHIAL
Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Values Added Financial's SCMB Position: Q2 2026 in Review

Values Added Financial opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 11,549 shares worth $298K. The stake represents 0.11% of the portfolio and ranks #110 among its holdings. This is a return to the name: Values Added Financial previously reported a position in SCMB as recently as Q4 2025.

Values Added Financial first reported a position in SCMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.27M in Q4 2025. 66 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Values Added Financial held 11,549 shares of Schwab Municipal Bond ETF worth $298K as of Q2 2026.
  • Schwab Municipal Bond ETF was a new Values Added Financial position in Q2 2026.
  • Schwab Municipal Bond ETF made up 0.11% of Values Added Financial's portfolio in Q2 2026, its #110 holding.
  • Values Added Financial first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Values Added Financial's Schwab Municipal Bond ETF position peaked at $1.27M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.