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Continuum Advisory’s Schwab Municipal Bond ETF SCMB Stock Holding History

Continuum Advisory’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 		$411K Buy
15,908
+903
+6% +$23.2K 0.03% 327
2026
Q1 		$382K Buy
15,005
+83
+0.6% +$2.15K 0.04% 324
2025
Q4 		$384K Buy
14,922
+165
+1% +$4.25K 0.04% 326
2025
Q3 		$378K Buy
14,757
+126
+0.9% +$3.17K 0.04% 320
2025
Q2 		$368K Buy
14,631
+13,831
+1,729% +$347K 0.04% 305
2025
Q1 		$20.3K Hold
800
– – ﹤0.01% 856
2024
Q4 		$20.5K Sell
800
-800
-50% -$20.7K ﹤0.01% 848
2024
Q3 		$20.7K Buy
1,600
+1,000
+167% +$26K ﹤0.01% 839
2024
Q2 		$15.4K Hold
600
– – ﹤0.01% 841
2024
Q1 		$15.5K Buy
+600
New +$15.7K ﹤0.01% 830

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 $3.62B 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
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

Continuum Advisory's SCMB Position: Q2 2026 in Review

Continuum Advisory increased its Schwab Municipal Bond ETF (SCMB) stake by 6% in Q2 2026, buying an estimated $23.2K and bringing the position to 15,908 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #327.

Continuum Advisory first reported a position in SCMB in Q1 2024 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Continuum Advisory held 15,908 shares of Schwab Municipal Bond ETF worth $411K as of Q2 2026.
  • Continuum Advisory bought 903 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $23.2K.
  • Schwab Municipal Bond ETF made up 0.03% of Continuum Advisory's portfolio in Q2 2026, its #327 holding.
  • Continuum Advisory first reported a position in Schwab Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.