Ackerman Capital Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Ackerman Capital Advisors’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	$1.32M	Sell	51,039 -3,090	-6%	-$79.3K	0.27%	41
2026 Q1	$1.38M	Sell	54,129 -8,985	-14%	-$232K	0.28%	41
2025 Q4	$1.63M	Sell	63,114 -4,800	-7%	-$124K	0.33%	39
2025 Q3	$1.74M	Sell	67,914 -1,568	-2%	-$39.5K	0.36%	38
2025 Q2	$1.75M	Buy	+69,482	New	+$1.74M	0.41%	35

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

Ackerman Capital Advisors's SCMB Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 5.7% in Q2 2026, selling an estimated $79.3K and leaving 51,039 shares worth $1.32M. The position accounts for 0.27% of the portfolio, ranked #41.

Ackerman Capital Advisors first reported a position in SCMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.75M in Q2 2025. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Ackerman Capital Advisors held 51,039 shares of Schwab Municipal Bond ETF worth $1.32M as of Q2 2026.
Ackerman Capital Advisors sold 3,090 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $79.3K.
Schwab Municipal Bond ETF made up 0.27% of Ackerman Capital Advisors's portfolio in Q2 2026, its #41 holding.
Ackerman Capital Advisors first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Ackerman Capital Advisors's Schwab Municipal Bond ETF position peaked at $1.75M in Q2 2025.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.