CAP Partners LLC’s Schwab Municipal Bond ETF SCMB Stock Holding History

CAP Partners 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	$677K	Buy	26,235 +3,468	+15%	+$89K	0.33%	72
2026 Q1	$580K	Buy	22,767 +3,186	+16%	+$82.3K	0.33%	72
2025 Q4	$504K	Buy	19,581 +3,280	+20%	+$84.5K	0.29%	76
2025 Q3	$417K	Buy	16,301 +1,747	+12%	+$44K	0.24%	89
2025 Q2	$366K	Buy	14,554 +1,101	+8%	+$27.6K	0.23%	93
2025 Q1	$341K	Buy	13,453 +1,965	+17%	+$50.4K	0.25%	94
2024 Q4	$295K	Buy	11,488 +1,560	+16%	+$40.4K	0.21%	101
2024 Q3	$261K	Buy	9,928 +18	+0.2%	+$468	0.19%	110
2024 Q2	$255K	Buy	+9,910	New	+$255K	0.21%	106

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

CAP Partners LLC's SCMB Position: Q2 2026 in Review

CAP Partners LLC increased its Schwab Municipal Bond ETF (SCMB) stake by 15% in Q2 2026, buying an estimated $89K and bringing the position to 26,235 shares worth $677K. The position accounts for 0.33% of the portfolio, ranked #72.

CAP Partners LLC first reported a position in SCMB in Q2 2024 and has held it in 9 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

CAP Partners LLC held 26,235 shares of Schwab Municipal Bond ETF worth $677K as of Q2 2026.
CAP Partners LLC bought 3,468 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $89K.
Schwab Municipal Bond ETF made up 0.33% of CAP Partners LLC's portfolio in Q2 2026, its #72 holding.
CAP Partners LLC first reported a position in Schwab Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.