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Burling Wealth Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

Burling Wealth 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 		– Sell
-12,625
Closed -$322K – 185
2026
Q1 		$322K Hold
12,625
– – 0.05% 145
2025
Q4 		$325K Buy
12,625
+2,000
+19% +$51.5K 0.05% 158
2025
Q3 		$272K Buy
10,625
+2,000
+23% +$50.4K 0.05% 159
2025
Q2 		$217K Buy
+8,625
New +$216K 0.04% 172

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 $3.59B AUM 17.8% 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 22.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Burling Wealth Partners's SCMB Position: Q2 2026 in Review

Burling Wealth Partners sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2026, closing a stake of 12,625 shares — an estimated $322K sold.

Burling Wealth Partners first reported a position in SCMB in Q2 2025 and held it in 4 quarters. The position peaked at $325K in Q4 2025. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Burling Wealth Partners reported no remaining Schwab Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Burling Wealth Partners sold 12,625 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $322K.
  • Burling Wealth Partners first reported a position in Schwab Municipal Bond ETF in Q2 2025 and held it in 4 quarters.
  • Burling Wealth Partners's Schwab Municipal Bond ETF position peaked at $325K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

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