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Concurrent Investment Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Concurrent Investment 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 		$305K Sell
11,823
-2,733
-19% -$70.1K ﹤0.01% 1679
2026
Q1 		$371K Buy
14,556
+3,622
+33% +$93.6K ﹤0.01% 1371
2025
Q4 		$282K Buy
+10,934
New +$282K ﹤0.01% 1434

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 $3.59B AUM 17.8% 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 22.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Concurrent Investment Advisors's SCMB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 19% in Q2 2026, selling an estimated $70.1K and leaving 11,823 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Concurrent Investment Advisors first reported a position in SCMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q1 2026. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Concurrent Investment Advisors held 11,823 shares of Schwab Municipal Bond ETF worth $305K as of Q2 2026.
  • Concurrent Investment Advisors sold 2,733 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $70.1K.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1679 holding.
  • Concurrent Investment Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Schwab Municipal Bond ETF position peaked at $371K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.