Wescott Financial Advisory Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

Wescott Financial Advisory Group’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	$807K	Buy	31,268 +271	+0.9%	+$6.95K	0.06%	111
2026 Q1	$790K	Buy	30,997 +180	+0.6%	+$4.65K	0.07%	112
2025 Q4	$794K	Buy	+30,817	New	+$794K	0.07%	109

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

Wescott Financial Advisory Group's SCMB Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Schwab Municipal Bond ETF (SCMB) stake by 0.87% in Q2 2026, buying an estimated $6.95K and bringing the position to 31,268 shares worth $807K. The position accounts for 0.06% of the portfolio, ranked #111.

Wescott Financial Advisory Group first reported a position in SCMB in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Wescott Financial Advisory Group held 31,268 shares of Schwab Municipal Bond ETF worth $807K as of Q2 2026.
Wescott Financial Advisory Group bought 271 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $6.95K.
Schwab Municipal Bond ETF made up 0.06% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #111 holding.
Wescott Financial Advisory Group first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.