Blueprint Investment Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

Blueprint Investment Partners’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	$609K	Hold	23,595	–	–	0.05%	126
2026 Q1	$601K	Sell	23,595 -650	-3%	-$16.8K	0.06%	106
2025 Q4	$625K	Hold	24,245	–	–	0.07%	103
2025 Q3	$621K	Buy	+24,245	New	+$611K	0.09%	103

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

Blueprint Investment Partners's SCMB Position: Q2 2026 in Review

Blueprint Investment Partners held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 23,595 shares worth $609K. The position accounts for 0.05% of the portfolio, ranked #126.

Blueprint Investment Partners first reported a position in SCMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $625K in Q4 2025. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Blueprint Investment Partners held 23,595 shares of Schwab Municipal Bond ETF worth $609K as of Q2 2026.
Blueprint Investment Partners left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
Schwab Municipal Bond ETF made up 0.05% of Blueprint Investment Partners's portfolio in Q2 2026, its #126 holding.
Blueprint Investment Partners first reported a position in Schwab Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
Blueprint Investment Partners's Schwab Municipal Bond ETF position peaked at $625K in Q4 2025.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.