Advisory Alpha’s Schwab Municipal Bond ETF SCMB Stock Holding History

Advisory Alpha’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	$352K	Buy	13,614 +452	+3%	+$11.6K	0.01%	444
2026 Q1	$335K	Buy	+13,162	New	+$340K	0.01%	428

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

Advisory Alpha's SCMB Position: Q2 2026 in Review

Advisory Alpha increased its Schwab Municipal Bond ETF (SCMB) stake by 3.4% in Q2 2026, buying an estimated $11.6K and bringing the position to 13,614 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #444.

Advisory Alpha first reported a position in SCMB in Q1 2026 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Advisory Alpha held 13,614 shares of Schwab Municipal Bond ETF worth $352K as of Q2 2026.
Advisory Alpha bought 452 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $11.6K.
Schwab Municipal Bond ETF made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #444 holding.
Advisory Alpha first reported a position in Schwab Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.