Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Schwab Municipal Bond ETF SCMB Stock Holding History

Wealth Enhancement Advisory Services’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	$9.9M	Buy	385,679 +57,477	+18%	+$1.47M	0.02%	675
2026 Q1	$8.38M	Sell	328,202 -161,603	-33%	-$4.18M	0.02%	666
2025 Q4	$12.7M	Buy	489,805 +348,114	+246%	+$8.97M	0.02%	619
2025 Q3	$3.63M	Buy	141,691 +7,107	+5%	+$179K	0.01%	1124
2025 Q2	$3.38M	Buy	134,584 +77,574	+136%	+$1.94M	0.01%	1087
2025 Q1	$1.45M	Sell	57,010 -6,581	-10%	-$169K	﹤0.01%	1410
2024 Q4	$1.63M	Buy	63,591 +577	+0.9%	+$14.9K	﹤0.01%	1279
2024 Q3	$1.66M	Buy	63,014 +3,340	+6%	+$86.9K	﹤0.01%	1146
2024 Q2	$1.53M	Buy	59,674 +17,294	+41%	+$445K	﹤0.01%	1098
2024 Q1	$1.1M	Buy	42,380 +33,740	+391%	+$881K	﹤0.01%	1197
2023 Q4	$227K	Buy	+8,640	New	+$218K	﹤0.01%	2021

Other funds holding SCMB

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

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return