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SCMBSCMB
11 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB MUNICIPAL BOND ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 385,679 shares of SCMB (SCHWAB MUNICIPAL BOND ETF), worth $9.9M as of 2026-Q2. The position was increased (+17.5% shares). SCMB represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$9.9M

Current Shares

385,679

Total Value Change

+$9.7M

Total Shares Change

+381,359

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
385,679
+17.5%
$9.9M0.0%$25.66
32
2026-Q1
Decreased
328,202
-33.0%
$8.4M0.0%$25.10
0
2025-Q4
Increased
489,805
+245.7%
$12.7M0.0%$25.23
45
2025-Q3
Increased
141,691
+5.3%
$3.6M0.0%$24.79
28
2025-Q2
Increased
134,584
+136.1%
$3.4M0.0%$24.15
43
2025-Q1
Decreased
57,010
-10.3%
$1.4M0.0%$24.16
0
2024-Q4
Increased
63,591
+101.8%
$1.6M0.0%$24.31
41
2024-Q3
Increased
31,507
+5.6%
$1.7M0.0%$24.60
27
2024-Q2
Increased
29,837
+40.8%
$1.5M0.0%$23.87
34
2024-Q1
Increased
21,190
+390.5%
$1.1M0.0%$23.97
41
2023-Q4
New
4,320
-
$227,2750.0%$24.09
32

Other major holders of SCMB: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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