Bank of America’s Schwab Municipal Bond ETF SCMB Stock Holding History

Bank of America’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	$602M	Buy	23,333,836 +1,374,450	+6%	+$35.3M	0.04%	384
2026 Q1	$560M	Buy	21,959,386 +21,323,660	+3,354%	+$551M	0.04%	380
2025 Q4	$16.4M	Buy	635,726 +32,741	+5%	+$844K	﹤0.01%	2459
2025 Q3	$15.4M	Buy	602,985 +148,996	+33%	+$3.75M	﹤0.01%	2853
2025 Q2	$11.4M	Sell	453,989 -5,248	-1%	-$131K	﹤0.01%	3115
2025 Q1	$11.7M	Buy	459,237 +19,083	+4%	+$489K	﹤0.01%	2977
2024 Q4	$11.3M	Buy	440,154 +142,396	+48%	+$3.69M	﹤0.01%	2832
2024 Q3	$7.82M	Buy	297,758 +37,294	+14%	+$970K	﹤0.01%	3305
2024 Q2	$6.69M	Buy	260,464 +29,466	+13%	+$758K	﹤0.01%	3346
2024 Q1	$6.01M	Buy	230,998 +15,268	+7%	+$399K	﹤0.01%	3448
2023 Q4	$5.67M	Buy	215,730 +169,616	+368%	+$4.28M	﹤0.01%	3456
2023 Q3	$1.14M	Buy	46,114 +26,114	+131%	+$666K	﹤0.01%	4724
2023 Q2	$518K	Buy	+20,000	New	+$519K	﹤0.01%	5264

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

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 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

Bank of America's SCMB Position: Q2 2026 in Review

Bank of America increased its Schwab Municipal Bond ETF (SCMB) stake by 6.3% in Q2 2026, buying an estimated $35.3M and bringing the position to 23,333,836 shares worth $602M. The position accounts for 0.04% of the portfolio, ranked #384.

Bank of America first reported a position in SCMB in Q2 2023 and has held it in 13 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Bank of America held 23,333,836 shares of Schwab Municipal Bond ETF worth $602M as of Q2 2026.
Bank of America bought 1,374,450 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $35.3M.
Schwab Municipal Bond ETF made up 0.04% of Bank of America's portfolio in Q2 2026, its #384 holding.
Bank of America first reported a position in Schwab Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.