CPRC
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Consolidated Portfolio Review Corp’s Schwab Municipal Bond ETF SCMB Stock Holding History

Consolidated Portfolio Review Corp’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 		– Sell
-16,219
Closed -$415K – 329
2025
Q3 		$415K Buy
+16,219
New +$409K 0.05% 299

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Consolidated Portfolio Review Corp's SCMB Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Schwab Municipal Bond ETF (SCMB) in Q4 2025, closing a stake of 16,219 shares — an estimated $415K sold.

Consolidated Portfolio Review Corp first reported a position in SCMB in Q3 2025 and held it in 1 quarter. The position peaked at $415K in Q3 2025. 151 funds tracked by Wall St. Rank hold SCMB as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Schwab Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 16,219 Schwab Municipal Bond ETF shares in Q4 2025, an estimated $415K.
  • Consolidated Portfolio Review Corp first reported a position in Schwab Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's Schwab Municipal Bond ETF position peaked at $415K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.