CIA
SCMB icon

Cape Investment Advisory’s Schwab Municipal Bond ETF SCMB Stock Holding History

Cape Investment Advisory’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 		$296K Buy
11,449
+95
+0.8% +$2.44K 0.08% 185
2026
Q1 		$289K Buy
11,354
+3,560
+46% +$92K 0.1% 180
2025
Q4 		$201K Buy
+7,794
New +$201K 0.06% 209
2025
Q3 		– Sell
-510
Closed -$12.8K – 1131
2025
Q2 		$12.8K Buy
510
+3
+0.6% +$75 ﹤0.01% 590
2025
Q1 		$12.9K Buy
507
+3
+0.6% +$77 0.01% 558
2024
Q4 		$12.9K Buy
+504
New +$13.1K 0.01% 537

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

Cape Investment Advisory's SCMB Position: Q2 2026 in Review

Cape Investment Advisory increased its Schwab Municipal Bond ETF (SCMB) stake by 0.84% in Q2 2026, buying an estimated $2.44K and bringing the position to 11,449 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #185.

Cape Investment Advisory first reported a position in SCMB in Q4 2024 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Cape Investment Advisory held 11,449 shares of Schwab Municipal Bond ETF worth $296K as of Q2 2026.
  • Cape Investment Advisory bought 95 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $2.44K.
  • Schwab Municipal Bond ETF made up 0.08% of Cape Investment Advisory's portfolio in Q2 2026, its #185 holding.
  • Cape Investment Advisory first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.