Vested Financial Planning’s Schwab Municipal Bond ETF SCMB Stock Holding History

Vested Financial Planning’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	$2.08M	Buy	+85,980	New	+$2.16M	1.45%	14

Other funds holding SCMB

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Vested Financial Planning's SCMB Position: Q3 2026 in Review

Vested Financial Planning opened a new position in Schwab Municipal Bond ETF (SCMB) in Q3 2026: 85,980 shares worth $2.08M. The stake represents 1.45% of the portfolio and ranks #14 among its holdings.

83 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

Vested Financial Planning held 85,980 shares of Schwab Municipal Bond ETF worth $2.08M as of Q3 2026.
Schwab Municipal Bond ETF was a new Vested Financial Planning position in Q3 2026.
Schwab Municipal Bond ETF made up 1.45% of Vested Financial Planning's portfolio in Q3 2026, its #14 holding.
83 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

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