Beaird Harris Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Beaird Harris Wealth Management’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	$4.3M	Sell	166,612 -25,850	-13%	-$663K	0.27%	41
2026 Q1	$4.9M	Sell	192,462 -12,000	-6%	-$310K	0.33%	36
2025 Q4	$5.27M	Sell	204,462 -6,200	-3%	-$160K	0.36%	35
2025 Q3	$5.4M	Buy	210,662 +1,510	+0.7%	+$38.1K	0.38%	35
2025 Q2	$5.27M	Sell	209,152 -2,650	-1%	-$66.4K	0.41%	34
2025 Q1	$5.37M	Sell	211,802 -16,580	-7%	-$425K	0.46%	32
2024 Q4	$5.86M	Sell	228,382 -11,800	-5%	-$306K	0.51%	31
2024 Q3	$6.31M	Hold	240,182	–	–	0.55%	30
2024 Q2	$6.17M	Hold	240,182	–	–	0.58%	28
2024 Q1	$6.25M	Hold	240,182	–	–	0.61%	28
2023 Q4	$6.32M	Buy	+240,182	New	+$6.07M	0.66%	28

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

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

Beaird Harris Wealth Management's SCMB Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Schwab Municipal Bond ETF (SCMB) stake by 13% in Q2 2026, selling an estimated $663K and leaving 166,612 shares worth $4.3M. The position accounts for 0.27% of the portfolio, ranked #41.

Beaird Harris Wealth Management first reported a position in SCMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.32M in Q4 2023. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Beaird Harris Wealth Management held 166,612 shares of Schwab Municipal Bond ETF worth $4.3M as of Q2 2026.
Beaird Harris Wealth Management sold 25,850 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $663K.
Schwab Municipal Bond ETF made up 0.27% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #41 holding.
Beaird Harris Wealth Management first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Beaird Harris Wealth Management's Schwab Municipal Bond ETF position peaked at $6.32M in Q4 2023.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.