CAPTRUST Financial Advisors
SCMB icon

CAPTRUST Financial Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

CAPTRUST Financial Advisors’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 		$2.96M Buy
114,711
+33,746
+42% +$866K ﹤0.01% 1084
2026
Q1 		$2.06M Buy
80,965
+7,559
+10% +$195K ﹤0.01% 1206
2025
Q4 		$1.89M Buy
73,406
+19,787
+37% +$510K ﹤0.01% 1123
2025
Q3 		$1.37M Sell
53,619
-1,858
-3% -$46.8K ﹤0.01% 1248
2025
Q2 		$1.4M Buy
55,477
+16,778
+43% +$420K ﹤0.01% 1157
2025
Q1 		$982K Buy
38,699
+1,162
+3% +$29.8K ﹤0.01% 1288
2024
Q4 		$964K Sell
37,537
-4,239
-10% -$110K ﹤0.01% 1254
2024
Q3 		$1.1M Buy
41,776
+1,400
+3% +$36.4K ﹤0.01% 1139
2024
Q2 		$1.04M Buy
40,376
+388
+1% +$9.98K ﹤0.01% 1117
2024
Q1 		$1.04M Sell
39,988
-32,942
-45% -$860K ﹤0.01% 1102
2023
Q4 		$1.92M Buy
+72,930
New +$1.84M 0.01% 928

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

CAPTRUST Financial Advisors's SCMB Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 42% in Q2 2026, buying an estimated $866K and bringing the position to 114,711 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

CAPTRUST Financial Advisors first reported a position in SCMB in Q4 2023 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • CAPTRUST Financial Advisors held 114,711 shares of Schwab Municipal Bond ETF worth $2.96M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 33,746 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $866K.
  • Schwab Municipal Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1084 holding.
  • CAPTRUST Financial Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.