Coastal Bridge Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Coastal Bridge 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	$656K	Buy	25,418 +125	+0.5%	+$3.21K	0.04%	280
2026 Q1	$644K	Buy	25,293 +19	+0.1%	+$491	0.05%	278
2025 Q4	$651K	Buy	25,274 +548	+2%	+$14.1K	0.05%	273
2025 Q3	$633K	Sell	24,726 -22,476	-48%	-$566K	0.05%	262
2025 Q2	$1.19M	Sell	47,202 -1,326	-3%	-$33.2K	0.1%	190
2025 Q1	$1.23M	Buy	+48,528	New	+$1.24M	0.11%	175

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 $3.62B 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 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

Coastal Bridge Advisors's SCMB Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 0.49% in Q2 2026, buying an estimated $3.21K and bringing the position to 25,418 shares worth $656K. The position accounts for 0.04% of the portfolio, ranked #280.

Coastal Bridge Advisors first reported a position in SCMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.23M in Q1 2025. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Coastal Bridge Advisors held 25,418 shares of Schwab Municipal Bond ETF worth $656K as of Q2 2026.
Coastal Bridge Advisors bought 125 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $3.21K.
Schwab Municipal Bond ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #280 holding.
Coastal Bridge Advisors first reported a position in Schwab Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's Schwab Municipal Bond ETF position peaked at $1.23M in Q1 2025.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.