B. Riley Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

B. Riley Wealth 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
2025 Q2	–	Sell	-34,100	Closed	-$865K	–	1331
2025 Q1	$865K	Buy	34,100 +675	+2%	+$17.3K	0.03%	554
2024 Q4	$858K	Buy	33,425 +3,825	+13%	+$99.1K	0.03%	503
2024 Q3	$777K	Buy	29,600 +5,750	+24%	+$150K	0.02%	569
2024 Q2	$613K	Buy	23,850 +14,700	+161%	+$378K	0.02%	720
2024 Q1	$227K	Sell	9,150 -7,200	-44%	-$188K	0.01%	1194
2023 Q4	$430K	Buy	16,350 +7,200	+79%	+$182K	0.01%	895
2023 Q3	$227K	Buy	+9,150	New	+$234K	0.01%	1194

Other funds holding SCMB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

B. Riley Wealth Advisors's SCMB Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2025, closing a stake of 34,100 shares — an estimated $865K sold.

B. Riley Wealth Advisors first reported a position in SCMB in Q3 2023 and held it in 7 quarters. The position peaked at $865K in Q1 2025. 110 funds tracked by Wall St. Rank hold SCMB as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Schwab Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 34,100 Schwab Municipal Bond ETF shares in Q2 2025, an estimated $865K.
B. Riley Wealth Advisors first reported a position in Schwab Municipal Bond ETF in Q3 2023 and held it in 7 quarters.
B. Riley Wealth Advisors's Schwab Municipal Bond ETF position peaked at $865K in Q1 2025.
110 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.