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Blueprint Financial Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Blueprint Financial 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
2026
Q1 		$601K Sell
23,595
-650
-3% -$16.8K 0.09% 83
2025
Q4 		$625K Hold
24,245
– – 0.1% 82
2025
Q3 		$621K Hold
24,245
– – 0.13% 84
2025
Q2 		$610K Buy
+24,245
New +$607K 0.2% 54

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blueprint Financial Advisors's SCMB Position: Q1 2026 in Review

Blueprint Financial Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 2.7% in Q1 2026, selling an estimated $16.8K and leaving 23,595 shares worth $601K. The position accounts for 0.09% of the portfolio, ranked #83.

Blueprint Financial Advisors first reported a position in SCMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $625K in Q4 2025. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Blueprint Financial Advisors held 23,595 shares of Schwab Municipal Bond ETF worth $601K as of Q1 2026.
  • Blueprint Financial Advisors sold 650 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $16.8K.
  • Schwab Municipal Bond ETF made up 0.09% of Blueprint Financial Advisors's portfolio in Q1 2026, its #83 holding.
  • Blueprint Financial Advisors first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Blueprint Financial Advisors's Schwab Municipal Bond ETF position peaked at $625K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.