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Copper Harbor Investment Advisors, LLC’s Schwab Municipal Bond ETF SCMB Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$1.63M Buy
+62,983
New +$1.62M 0.34% 48

Other funds holding SCMB

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's SCMB Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 62,983 shares worth $1.63M. The stake represents 0.34% of the portfolio and ranks #48 among its holdings.

45 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 62,983 shares of Schwab Municipal Bond ETF worth $1.63M as of Q2 2026.
  • Schwab Municipal Bond ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Schwab Municipal Bond ETF made up 0.34% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #48 holding.
  • 45 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.