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BLVD Private Wealth’s Schwab Municipal Bond ETF SCMB Stock Holding History

BLVD Private Wealth’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 		– Sell
-8,301
Closed -$212K – 78
2026
Q1 		$212K Hold
8,301
– – 0.18% 59
2025
Q4 		$214K Buy
+8,301
New +$214K 0.19% 64

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
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

BLVD Private Wealth's SCMB Position: Q2 2026 in Review

BLVD Private Wealth sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2026, closing a stake of 8,301 shares — an estimated $212K sold.

BLVD Private Wealth first reported a position in SCMB in Q4 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • BLVD Private Wealth reported no remaining Schwab Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • BLVD Private Wealth sold 8,301 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $212K.
  • BLVD Private Wealth first reported a position in Schwab Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • BLVD Private Wealth's Schwab Municipal Bond ETF position peaked at $214K in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on BLVD Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.