Vise Technologies’s Schwab Municipal Bond ETF SCMB Stock Holding History

Vise Technologies’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	$5.89M	Buy	+243,912	New	+$6.13M	0.05%	336

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Vise Technologies's SCMB Position: Q3 2026 in Review

Vise Technologies opened a new position in Schwab Municipal Bond ETF (SCMB) in Q3 2026: 243,912 shares worth $5.89M. The stake represents 0.05% of the portfolio and ranks #336 among its holdings.

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

Vise Technologies held 243,912 shares of Schwab Municipal Bond ETF worth $5.89M as of Q3 2026.
Schwab Municipal Bond ETF was a new Vise Technologies position in Q3 2026.
Schwab Municipal Bond ETF made up 0.05% of Vise Technologies's portfolio in Q3 2026, its #336 holding.
79 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.