Wealth Enhancement Advisory Services
SCMB icon

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
Q3 		$9.36M Buy
390,225
+4,546
+1% +$114K 0.01% 756
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

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCMB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Schwab Municipal Bond ETF (SCMB) stake by 1.2% in Q3 2026, buying an estimated $114K and bringing the position to 390,225 shares worth $9.36M. The position accounts for 0.01% of the portfolio, ranked #756.

Wealth Enhancement Advisory Services first reported a position in SCMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.7M in Q4 2025. 19 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 390,225 shares of Schwab Municipal Bond ETF worth $9.36M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4,546 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $114K.
  • Schwab Municipal Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #756 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Schwab Municipal Bond ETF position peaked at $12.7M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.