Charles Schwab’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Charles Schwab’s Portfolio MUNI Stock Details MUNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.1M	Sell	96,977 -2,149	-2%	-$113K	﹤0.01%	2473
2026 Q1	$5.17M	Sell	99,126 -3,076	-3%	-$162K	﹤0.01%	2388
2025 Q4	$5.36M	Sell	102,202 -11,474	-10%	-$602K	﹤0.01%	2417
2025 Q3	$5.94M	Buy	113,676 +11,861	+12%	+$611K	﹤0.01%	2359
2025 Q2	$5.23M	Sell	101,815 -5,087	-5%	-$260K	﹤0.01%	2322
2025 Q1	$5.51M	Sell	106,902 -615	-0.6%	-$31.9K	﹤0.01%	2230
2024 Q4	$5.56M	Buy	+107,517	New	+$5.62M	﹤0.01%	2291

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab's MUNI Position: Q2 2026 in Review

Charles Schwab reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.2% in Q2 2026, selling an estimated $113K and leaving 96,977 shares worth $5.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Charles Schwab first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.94M in Q3 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Charles Schwab held 96,977 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $5.1M as of Q2 2026.
Charles Schwab sold 2,149 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $113K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2473 holding.
Charles Schwab first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Charles Schwab's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $5.94M in Q3 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.