Vestia Personal Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Vestia Personal Wealth Advisors’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 Q3	–	Sell	-18,728	Closed	-$472K	–	102
2025 Q2	$472K	Buy	+18,728	New	+$469K	0.32%	48

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

UCFA

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

WPC

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

Vestia Personal Wealth Advisors's SCMB Position: Q3 2025 in Review

Vestia Personal Wealth Advisors sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2025, closing a stake of 18,728 shares — an estimated $472K sold.

Vestia Personal Wealth Advisors first reported a position in SCMB in Q2 2025 and held it in 1 quarter. The position peaked at $472K in Q2 2025. 129 funds tracked by Wall St. Rank hold SCMB as of Q3 2025.

Vestia Personal Wealth Advisors reported no remaining Schwab Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Vestia Personal Wealth Advisors sold 18,728 Schwab Municipal Bond ETF shares in Q3 2025, an estimated $472K.
Vestia Personal Wealth Advisors first reported a position in Schwab Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
Vestia Personal Wealth Advisors's Schwab Municipal Bond ETF position peaked at $472K in Q2 2025.
129 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2025.

Based on Vestia Personal Wealth Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.