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
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 $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Investment Advisory Services's SCMB Position: Q2 2025 in Review

Capital Investment Advisory Services sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2025, closing a stake of 4 shares — an estimated $101 sold.

Capital Investment Advisory Services first reported a position in SCMB in Q1 2024 and held it in 5 quarters. The position peaked at $19.5K in Q3 2024. 110 funds tracked by Wall St. Rank hold SCMB as of Q2 2025.

Capital Investment Advisory Services reported no remaining Schwab Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 4 Schwab Municipal Bond ETF shares in Q2 2025, an estimated $101.
Capital Investment Advisory Services first reported a position in Schwab Municipal Bond ETF in Q1 2024 and held it in 5 quarters.
Capital Investment Advisory Services's Schwab Municipal Bond ETF position peaked at $19.5K in Q3 2024.
110 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2025.

Based on Capital Investment Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.