Wescott Financial Advisory Group
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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

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Charles Schwab Trust
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Fort Point Capital Partners
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Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
United Capital Financial Advisors
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Envestnet Asset Management
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Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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. 197 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.
  • 197 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.