CAL
SCMB icon

Capital Analysts LLC’s Schwab Municipal Bond ETF SCMB Stock Holding History

Capital Analysts 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
Q1 		$138K Hold
5,404
– – ﹤0.01% 715
2025
Q4 		$139K Buy
5,404
+1,166
+28% +$30K ﹤0.01% 692
2025
Q3 		$109K Buy
4,238
+364
+9% +$9.17K ﹤0.01% 716
2025
Q2 		$98K Buy
3,874
+1,083
+39% +$27.1K ﹤0.01% 677
2025
Q1 		$71K Hold
2,791
– – ﹤0.01% 720
2024
Q4 		$72K Buy
2,791
+1,091
+64% +$28.3K ﹤0.01% 687
2024
Q3 		$45K Buy
1,700
+334
+24% +$8.69K ﹤0.01% 754
2024
Q2 		$35K Buy
1,366
+490
+56% +$12.6K ﹤0.01% 776
2024
Q1 		$23K Buy
+876
New +$22.9K ﹤0.01% 801

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return