Wedmont Private Capital
SCMB icon

Wedmont Private Capital’s Schwab Municipal Bond ETF SCMB Stock Holding History

Wedmont Private Capital’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 		$11.3M Sell
471,085
-23,455
-5% -$590K 0.27% 56
2026
Q2 		$12.7M Buy
494,540
+391
+0.1% +$10K 0.35% 46
2026
Q1 		$12.7M Buy
494,149
+1,766
+0.4% +$45.6K 0.41% 37
2025
Q4 		$12.7M Buy
492,383
+3,031
+0.6% +$78.1K 0.44% 36
2025
Q3 		$12.5M Sell
489,352
-132
-0% -$3.33K 0.47% 35
2025
Q2 		$12.3M Sell
489,484
-84,865
-15% -$2.13M 0.52% 31
2025
Q1 		$14.2M Buy
574,349
+77,781
+16% +$1.99M 0.73% 23
2024
Q4 		$12.7M Buy
496,568
+2,190
+0.4% +$56.7K 0.67% 26
2024
Q3 		$12.9M Sell
494,378
-3,580
-0.7% -$93.2K 0.74% 25
2024
Q2 		$12.9M Buy
497,958
+3,516
+0.7% +$90.5K 0.81% 21
2024
Q1 		$12.8M Buy
494,442
+1,278
+0.3% +$33.4K 0.93% 19
2023
Q4 		$13M Buy
493,164
+267,926
+119% +$6.77M 1.06% 17
2023
Q3 		$5.54M Sell
225,238
-6,318
-3% -$161K 0.56% 32
2023
Q2 		$5.99M Buy
231,556
+26,904
+13% +$698K 0.65% 26
2023
Q1 		$5.37M Buy
204,652
+74,720
+58% +$1.94M 0.71% 22
2022
Q4 		$3.37M Buy
+129,932
New +$3.29M 0.5% 33

Other funds holding SCMB

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wedmont Private Capital's SCMB Position: Q3 2026 in Review

Wedmont Private Capital reduced its Schwab Municipal Bond ETF (SCMB) stake by 4.7% in Q3 2026, selling an estimated $590K and leaving 471,085 shares worth $11.3M. The position accounts for 0.27% of the portfolio, ranked #56.

Wedmont Private Capital first reported a position in SCMB in Q4 2022 and has held it in 16 quarters since. The position peaked at $14.2M in Q1 2025. 151 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Wedmont Private Capital held 471,085 shares of Schwab Municipal Bond ETF worth $11.3M as of Q3 2026.
  • Wedmont Private Capital sold 23,455 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $590K.
  • Schwab Municipal Bond ETF made up 0.27% of Wedmont Private Capital's portfolio in Q3 2026, its #56 holding.
  • Wedmont Private Capital first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Wedmont Private Capital's Schwab Municipal Bond ETF position peaked at $14.2M in Q1 2025.
  • 151 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.