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 Q2	$140K	Hold	5,404	–	–	﹤0.01%	767
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 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

Capital Analysts LLC's SCMB Position: Q2 2026 in Review

Capital Analysts LLC held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 5,404 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Capital Analysts LLC first reported a position in SCMB in Q1 2024 and has held it in 10 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Capital Analysts LLC held 5,404 shares of Schwab Municipal Bond ETF worth $140K as of Q2 2026.
Capital Analysts LLC left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
Schwab Municipal Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #767 holding.
Capital Analysts LLC first reported a position in Schwab Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.