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

Aptus 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 		$166K Buy
6,413
+4,687
+272% +$120K ﹤0.01% 1159
2026
Q1 		$44K Hold
1,726
– – ﹤0.01% 1288
2025
Q4 		$44.5K Buy
1,726
+1,521
+742% +$39.2K ﹤0.01% 1306
2025
Q3 		$5.25K Hold
205
– – ﹤0.01% 1482
2025
Q2 		$5.16K Hold
205
– – ﹤0.01% 1417
2025
Q1 		$5.2K Hold
205
– – ﹤0.01% 1331
2024
Q4 		$5.26K Sell
205
-205
-50% -$5.31K ﹤0.01% 1331
2024
Q3 		$5.38K Hold
410
– – ﹤0.01% 1142
2024
Q2 		$10.5K Hold
410
– – ﹤0.01% 1024
2024
Q1 		$10.7K Hold
410
– – ﹤0.01% 1029
2023
Q4 		$10.8K Buy
+410
New +$10.4K ﹤0.01% 789

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

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

Aptus Capital Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 272% in Q2 2026, buying an estimated $120K and bringing the position to 6,413 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Aptus Capital Advisors first reported a position in SCMB in Q4 2023 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Aptus Capital Advisors held 6,413 shares of Schwab Municipal Bond ETF worth $166K as of Q2 2026.
  • Aptus Capital Advisors bought 4,687 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $120K.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1159 holding.
  • Aptus Capital Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.