VanderPol Investments’s Schwab Municipal Bond ETF SCMB Stock Holding History

VanderPol Investments’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
2025 Q4	–	Sell	-24,975	Closed	-$647K	–	61
2025 Q3	$647K	Sell	24,975 -58,810	-70%	-$1.48M	1.12%	21
2025 Q2	$2.11M	Sell	83,785 -2,614	-3%	-$65.5K	4.43%	6
2025 Q1	$2.19M	Buy	86,399 +6,217	+8%	+$159K	4.63%	5
2024 Q4	$2.06M	Sell	80,182 -2,582	-3%	-$66.9K	4.5%	5
2024 Q3	$2.17M	Sell	82,764 -428	-0.5%	-$11.1K	4.84%	5
2024 Q2	$2.14M	Sell	83,192 -1,102	-1%	-$28.4K	6.49%	5
2024 Q1	$2.19M	Buy	+84,294	New	+$2.2M	6.29%	5

Other funds holding SCMB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VanderPol Investments's SCMB Position: Q4 2025 in Review

VanderPol Investments sold out of Schwab Municipal Bond ETF (SCMB) in Q4 2025, closing a stake of 24,975 shares — an estimated $647K sold.

VanderPol Investments first reported a position in SCMB in Q1 2024 and held it in 7 quarters. The position peaked at $2.19M in Q1 2024. 151 funds tracked by Wall St. Rank hold SCMB as of Q4 2025.

VanderPol Investments reported no remaining Schwab Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
VanderPol Investments sold 24,975 Schwab Municipal Bond ETF shares in Q4 2025, an estimated $647K.
VanderPol Investments first reported a position in Schwab Municipal Bond ETF in Q1 2024 and held it in 7 quarters.
VanderPol Investments's Schwab Municipal Bond ETF position peaked at $2.19M in Q1 2024.
151 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q4 2025.

Based on VanderPol Investments's 13F filing for Q4 2025, filed 4 Feb 2026.