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Alteri Wealth’s Schwab Municipal Bond ETF SCMB Stock Holding History

Alteri Wealth’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 		$828K Sell
32,081
-64
-0.2% -$1.64K 0.23% 101
2026
Q1 		$819K Buy
32,145
+11,370
+55% +$294K 0.27% 95
2025
Q4 		$535K Buy
20,775
+12,690
+157% +$327K 0.17% 144
2025
Q3 		$207K Buy
+8,085
New +$204K 0.07% 263

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
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

Alteri Wealth's SCMB Position: Q2 2026 in Review

Alteri Wealth reduced its Schwab Municipal Bond ETF (SCMB) stake by 0.2% in Q2 2026, selling an estimated $1.64K and leaving 32,081 shares worth $828K. The position accounts for 0.23% of the portfolio, ranked #101.

Alteri Wealth 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.

  • Alteri Wealth held 32,081 shares of Schwab Municipal Bond ETF worth $828K as of Q2 2026.
  • Alteri Wealth sold 64 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $1.64K.
  • Schwab Municipal Bond ETF made up 0.23% of Alteri Wealth's portfolio in Q2 2026, its #101 holding.
  • Alteri Wealth 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 Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.