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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

FPCP

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

PCA

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

UCFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPC

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

Wealth Enhancement Advisory Services's SCMB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Schwab Municipal Bond ETF (SCMB) stake by 18% in Q2 2026, buying an estimated $1.47M and bringing the position to 385,679 shares worth $9.9M. The position accounts for 0.02% of the portfolio, ranked #675.

Wealth Enhancement Advisory Services first reported a position in SCMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.7M in Q4 2025. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Wealth Enhancement Advisory Services held 385,679 shares of Schwab Municipal Bond ETF worth $9.9M as of Q2 2026.
Wealth Enhancement Advisory Services bought 57,477 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $1.47M.
Schwab Municipal Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #675 holding.
Wealth Enhancement Advisory Services first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's Schwab Municipal Bond ETF position peaked at $12.7M in Q4 2025.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.