WealthShield Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

WealthShield Partners’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	-5,724	Closed	-$144K	–	575
2025 Q2	$144K	Hold	5,724	–	–	0.02%	348
2025 Q1	$145K	Hold	5,724	–	–	0.02%	343
2024 Q4	$147K	Hold	5,724	–	–	0.02%	311
2024 Q3	$150K	Hold	5,724	–	–	0.02%	320
2024 Q2	$147K	Hold	5,724	–	–	0.02%	300
2024 Q1	$149K	Buy	+5,724	New	+$150K	0.02%	293

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

WealthShield Partners's SCMB Position: Q3 2025 in Review

WealthShield Partners sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2025, closing a stake of 5,724 shares — an estimated $144K sold.

WealthShield Partners first reported a position in SCMB in Q1 2024 and held it in 6 quarters. The position peaked at $150K in Q3 2024. 129 funds tracked by Wall St. Rank hold SCMB as of Q3 2025.

WealthShield Partners reported no remaining Schwab Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
WealthShield Partners sold 5,724 Schwab Municipal Bond ETF shares in Q3 2025, an estimated $144K.
WealthShield Partners first reported a position in Schwab Municipal Bond ETF in Q1 2024 and held it in 6 quarters.
WealthShield Partners's Schwab Municipal Bond ETF position peaked at $150K in Q3 2024.
129 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2025.

Based on WealthShield Partners's 13F filing for Q3 2025, filed 31 Oct 2025.