Canal Capital Management
SCMB icon

Canal Capital Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Canal Capital Management’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
Q3 		$297K Sell
12,302
-305
-2% -$7.67K 0.04% 175
2026
Q2 		$326K Buy
12,607
+94
+0.8% +$2.41K 0.04% 181
2026
Q1 		$319K Buy
12,513
+62
+0.5% +$1.6K 0.04% 165
2025
Q4 		$321K Buy
12,451
+1,830
+17% +$47.2K 0.05% 153
2025
Q3 		$272K Sell
10,621
-102
-1% -$2.57K 0.04% 160
2025
Q2 		$270K Buy
+10,723
New +$269K 0.04% 161

Other funds holding SCMB

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Canal Capital Management's SCMB Position: Q3 2026 in Review

Canal Capital Management reduced its Schwab Municipal Bond ETF (SCMB) stake by 2.4% in Q3 2026, selling an estimated $7.67K and leaving 12,302 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #175.

Canal Capital Management first reported a position in SCMB in Q2 2025 and has held it in 6 quarters since. The position peaked at $326K in Q2 2026. 139 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Canal Capital Management held 12,302 shares of Schwab Municipal Bond ETF worth $297K as of Q3 2026.
  • Canal Capital Management sold 305 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $7.67K.
  • Schwab Municipal Bond ETF made up 0.04% of Canal Capital Management's portfolio in Q3 2026, its #175 holding.
  • Canal Capital Management first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Canal Capital Management's Schwab Municipal Bond ETF position peaked at $326K in Q2 2026.
  • 139 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Canal Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.