Question 1

How many shares of SCMB does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 71,878 shares of SCMB (SCHWAB MUNICIPAL BOND ETF).

Question 2

What is Creative Planning's SCMB position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's SCMB position is worth $1.9M.

Question 3

Is Creative Planning buying or selling SCMB?

Accepted Answer

In 2026-Q2, Creative Planning decreased their SCMB position (-90.4% change in shares).

Question 4

When did Creative Planning first buy SCMB?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in SCMB in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	71,878	-90.4%	$1.9M	0.0%	$25.66	0
2026-Q1	Increased	748,838	+1659.3%	$19.1M	0.0%	$25.10	46
2025-Q4	Decreased	42,565	-31.8%	$1.1M	0.0%	$25.23	0
2025-Q3	Increased	62,400	+80.1%	$1.6M	0.0%	$24.79	39
2025-Q2	Decreased	34,647	-2.5%	$872,411	0.0%	$24.15	0
2025-Q1	New	35,550	-	$901,904	0.0%	$24.16	34
2024-Q4	Exited	0	-100.0%	$0	0.0%	$24.31	0
2024-Q3	New	19,067	-	$1M	0.0%	$24.60	35

SCMB8 quarters

SCMB
8 quarters