CIBC Private Wealth Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

CIBC Private Wealth Group’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 Q4	$5.31K	Buy	+206	New	+$5.31K	﹤0.01%	2611
2025 Q3	–	Sell	-6,000	Closed	-$151K	–	3280
2025 Q2	$151K	Hold	6,000	–	–	﹤0.01%	1234
2025 Q1	$149K	Hold	6,000	–	–	﹤0.01%	1191
2024 Q4	$154K	Buy	6,000 +3,000	+100%	+$77.7K	﹤0.01%	1257
2024 Q3	$78.8K	Buy	+3,000	New	+$78.1K	﹤0.01%	1596

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

CST

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

PCA

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

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 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

WPC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIBC Private Wealth Group's SCMB Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Schwab Municipal Bond ETF (SCMB) in Q4 2025: 206 shares worth $5.31K. The stake represents ﹤0.01% of the portfolio and ranks #2611 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in SCMB as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in SCMB in Q3 2024 and has held it in 5 quarters since. The position peaked at $154K in Q4 2024. 151 funds tracked by Wall St. Rank hold SCMB as of Q4 2025.

CIBC Private Wealth Group held 206 shares of Schwab Municipal Bond ETF worth $5.31K as of Q4 2025.
Schwab Municipal Bond ETF was a new CIBC Private Wealth Group position in Q4 2025.
Schwab Municipal Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2611 holding.
CIBC Private Wealth Group first reported a position in Schwab Municipal Bond ETF in Q3 2024 and has held it in 5 quarters since.
CIBC Private Wealth Group's Schwab Municipal Bond ETF position peaked at $154K in Q4 2024.
151 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.