Avidian Wealth Enterprises’s Schwab Municipal Bond ETF SCMB Stock Holding History

Avidian Wealth Enterprises’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	$38.3M	Sell	1,483,825 -13,500	-0.9%	-$346K	1.06%	18
2026 Q1	$38.2M	Sell	1,497,325 -9,075	-0.6%	-$235K	1.21%	17
2025 Q4	$38.8M	Sell	1,506,400 -41,555	-3%	-$1.07M	1.41%	16
2025 Q3	$39.6M	Buy	1,547,955 +1,470,600	+1,901%	+$37.1M	1.49%	16
2025 Q2	$1.95M	Buy	+77,355	New	+$1.94M	0.08%	134
2024 Q1	–	Sell	-8,154	Closed	-$215K	–	461
2023 Q4	$215K	Buy	+8,154	New	+$206K	0.01%	391

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avidian Wealth Enterprises's SCMB Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Schwab Municipal Bond ETF (SCMB) stake by 0.9% in Q2 2026, selling an estimated $346K and leaving 1,483,825 shares worth $38.3M. The position accounts for 1.06% of the portfolio, ranked #18.

Avidian Wealth Enterprises first reported a position in SCMB in Q4 2023 and has held it in 6 quarters since. The position peaked at $39.6M in Q3 2025. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Avidian Wealth Enterprises held 1,483,825 shares of Schwab Municipal Bond ETF worth $38.3M as of Q2 2026.
Avidian Wealth Enterprises sold 13,500 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $346K.
Schwab Municipal Bond ETF made up 1.06% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #18 holding.
Avidian Wealth Enterprises first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 6 quarters since.
Avidian Wealth Enterprises's Schwab Municipal Bond ETF position peaked at $39.6M in Q3 2025.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.