CVA Family Office’s Schwab Municipal Bond ETF SCMB Stock Holding History

CVA Family Office’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 Q1	$17.8K	Hold	700	–	–	﹤0.01%	831
2025 Q4	$18K	Hold	700	–	–	﹤0.01%	708
2025 Q3	$17.9K	Hold	700	–	–	﹤0.01%	719
2025 Q2	$17.6K	Sell	700 -1,785	-72%	-$44.7K	﹤0.01%	716
2025 Q1	$63.1K	Buy	2,485 +10	+0.4%	+$256	0.01%	478
2024 Q4	$63.5K	Buy	2,475 +19	+0.8%	+$492	0.01%	473
2024 Q3	$64.5K	Buy	2,456 +14	+0.6%	+$364	0.01%	457
2024 Q2	$62.8K	Buy	2,442 +14	+0.6%	+$360	0.01%	448
2024 Q1	$63.2K	Buy	2,428 +10	+0.4%	+$261	0.01%	443
2023 Q4	$63.6K	Buy	+2,418	New	+$61.1K	0.01%	420
2023 Q3	–	Sell	-1,686	Closed	-$43.7K	–	812
2023 Q2	$43.7K	Buy	1,686 +1,284	+319%	+$33.3K	0.01%	479
2023 Q1	$10.5K	Buy	+402	New	+$10.4K	﹤0.01%	684

Other funds holding SCMB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return