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

Capital Investment Advisory Services’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	$121K	Buy	+4,687	New	+$120K	0.01%	783
2025 Q2	–	Sell	-4	Closed	-$101	–	1085
2025 Q1	$101	Sell	4 -740	-99%	-$19K	﹤0.01%	994
2024 Q4	$19.1K	Hold	744	–	–	﹤0.01%	759
2024 Q3	$19.5K	Buy	744 +454	+157%	+$11.8K	﹤0.01%	792
2024 Q2	$7.45K	Buy	290 +40	+16%	+$1.03K	﹤0.01%	850
2024 Q1	$6.51K	Buy	+250	New	+$6.53K	﹤0.01%	850

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 $3.59B AUM 17.8% 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 22.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Capital Investment Advisory Services's SCMB Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 4,687 shares worth $121K. The stake represents 0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in SCMB as recently as Q1 2025.

Capital Investment Advisory Services first reported a position in SCMB in Q1 2024 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Capital Investment Advisory Services held 4,687 shares of Schwab Municipal Bond ETF worth $121K as of Q2 2026.
Schwab Municipal Bond ETF was a new Capital Investment Advisory Services position in Q2 2026.
Schwab Municipal Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #783 holding.
Capital Investment Advisory Services first reported a position in Schwab Municipal Bond ETF in Q1 2024 and has held it in 6 quarters since.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

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