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 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 $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

CST

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

Bank of America's SCMB Position: Q1 2026 in Review

Bank of America increased its Schwab Municipal Bond ETF (SCMB) stake by 3,354% in Q1 2026, buying an estimated $551M and bringing the position to 21,959,386 shares worth $560M. The position accounts for 0.04% of the portfolio, ranked #380.

Bank of America first reported a position in SCMB in Q2 2023 and has held it in 12 quarters since. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

Bank of America held 21,959,386 shares of Schwab Municipal Bond ETF worth $560M as of Q1 2026.
Bank of America bought 21,323,660 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $551M.
Schwab Municipal Bond ETF made up 0.04% of Bank of America's portfolio in Q1 2026, its #380 holding.
Bank of America first reported a position in Schwab Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.