Advyzon Investment Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Advyzon Investment Management’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	$661K	Buy	25,590 +3,175	+14%	+$81.4K	0.05%	386
2026 Q1	$571K	Buy	22,415 +1,651	+8%	+$42.7K	0.05%	353
2025 Q4	$535K	Buy	20,764 +724	+4%	+$18.7K	0.06%	308
2025 Q3	$513K	Buy	+20,040	New	+$505K	0.09%	219

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 $3.59B AUM 17.8% 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 22.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Advyzon Investment Management's SCMB Position: Q2 2026 in Review

Advyzon Investment Management increased its Schwab Municipal Bond ETF (SCMB) stake by 14% in Q2 2026, buying an estimated $81.4K and bringing the position to 25,590 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #386.

Advyzon Investment Management first reported a position in SCMB in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Advyzon Investment Management held 25,590 shares of Schwab Municipal Bond ETF worth $661K as of Q2 2026.
Advyzon Investment Management bought 3,175 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $81.4K.
Schwab Municipal Bond ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #386 holding.
Advyzon Investment Management first reported a position in Schwab Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.